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Technology Stocks : S3 (A LONGER TERM PERSPECTIVE) -- Ignore unavailable to you. Want to Upgrade?

To: Ram Seetharaman who wrote (13430)	7/27/1999 3:15:00 PM
From: Charles R	Read Replies (1) \| Respond to of 14577

Ram, <Just a vagary!> I am not too sure if it is a vagary. I am under the impression that some of S3s gains in the recent past have come at the expense of the buggy Whitney. But, I saw an article yesterday that said Compaq is shipping their PIII system with Whitney with a backup RTC chip. So, the short term Whitney gravy train may be coming to an end for S3. The thing that I wonder is how big a part of S3s business is affected by this? I am looking to this thread for some answers. <Don't worry too much. > I am not worried about my SIII investment because of the terrific book value but I am concerned about the appreciation potential. I am counting on good graphics biz for Q3 and good MP3 sales for Q4 to give the shareholders a banner year. <Don't worry too much. > That is not reassuring. Is it? ALSC is trading at $8+ compared to $11+ before the bad news came out. I still believe in the value but I do not like where the stock is trading at. Chuck