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

To: stock talk who wrote (13846)	12/20/1999 11:30:00 AM
From: Bill Lin	Read Replies (2) \| Respond to of 14577

I've seen it trade like this. It spikes up to 17, then dives to 2.5, then spikes to 12, then dives to 7. Frank, S3 has to provide earnings, or revenue growth potential. I think they are doing good things with Rio, Diamond MM sales website, and Viper 2. If their website becomes 100x faster in Jan (desperately needed), Viper 2+ comes out, and they don't overstock the Rio via unfilled orders, then S3 may finally have diversified out of just graphics chips. I'd love to see S3 at $25, but for more than 10 minutes as someone flips out of the stock. I think that Ken Potashner will regret his 400K share sale next year if he just does an average job making revenues and earnings. If you are saying you bought S3 stock at $3, $4, $5, $6, $7, $8, $9, and $10, then you are the master! I bought in a long time ago, and I'm finally positive. I thought the cash position would enable S3 to turn it around, and even though I saw an 80% loss a year ago, I just put it aside and went on with other stuff. The S3 soap opera was interesting to watch, as the company transitioned from startup mode to professional management. Iomega was trying desperately to do the same thing. (maybe another stock to do the step level buying?) So far, IOM hasn't been able to turn around like S3. (I'm trying to find $3 stocks to compare with S3). Komag is another one in a much more competitive field (plus they are really bankrupt, but don't know it yet.) But also trading around $3. (KMAG is like S3 2 years ago, no tech, behind the leader, but strong distribution and OEM ties. Unfortunately debt over its hairline so may not have the time S3 took to turn company around) At the risk of repeating (endlessly) the potential of S3 again: 1) S2000+ 2) Diamond product line from TNT to GL1 (S3 can learn how the other products are superior to their product, thereby giving them an understanding of how good their products ACTUALLY are, instead of burying their head up their ...) 3) Rio/MP3 4) MX chip sets with Savage, + (a 18 month rev. stream) 5) Via chipset (problematic, since Via threw away $300mm for Cyrix. Can Via build a 700Mhz integrated processor/graphics chip by early next year for $50, retail $100?) 6) acquisitions 7) investment in UMC BL