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

To: stock talk who wrote (13766)	12/1/1999 12:14:00 PM
From: Bill Lin	Read Replies (1) \| Respond to of 14577

At the risk of attacking my own stock... DIMD is a retail seller which has higher gross margin. Moving into the more demanding OEM environment with lower gross margins may smooth out revenue projections by finance guys, but lowers the earnings potential of "hot" products. (of course TDFX's performance does not prove this theory well - they were missing capital resources - $, and messed up the transition from OEM to retail). If they weren't expecting much from S2k (evident in continual lowering of earnings expectation by analysts), then they are expecting not too much from their management. Where is S2k being sold? have not seen it anywhere on Net. I need 2. Bill