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


To: TimKP who wrote (13907)12/30/1999 1:48:00 AM
From: Daniel Simon  Read Replies (1) | Respond to of 14577
 
Tim KP,
<Only one thing the street cares about, earnings!! >

Where have you been the last 16 months?
Earnings are the last thing the street cares about...



To: TimKP who wrote (13907)12/30/1999 12:25:00 PM
From: Bill Lin  Read Replies (1) | Respond to of 14577
 
No, its not worth 25-30 now. that is why there have been such skeptical posts.

But hopeful posts.

I think the street will be willing to look through the lack of earnings if S3 can show a strategy that does NOT depend soley upon graphics nor g-cards, AND shows fast revenue growth and new emerging product market potential.

This will take 2-3 qtrs to release, then another 2 qtrs to digest. Then hopefully, the picture going forward will be so bright, that we will be trading around 50, going up and down 2-3 points per day.

(the other picture is back down at 4-5, trading at 1/16 range per day.)

:)
BL



To: TimKP who wrote (13907)12/31/1999 8:21:00 AM
From: John Nasser  Read Replies (1) | Respond to of 14577
 
I agree, and that's why they should sell off the graphics biz. It's considered a money burner. Low margins, too competitive.

S3 lacks exposure from the big boys.. (Merrill Lynch, MSDW,LEH) etc.