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

To: stock talk who wrote (13988)	1/14/2000 6:01:00 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 14577

Well, stock, you separated me from my shares today ($14.75), and I will consider reentry if we retrench to about $11 or so. Thanks. I think that by the middle of next week (top Wed around Noon---<VBG>), we will start and awake fro this euphoria and start considering what will happen if A.G. hikes rates by a full 50 basis points, just to cool off the current mania. Zeev

To: stock talk who wrote (13988)	1/15/2000 4:26:00 PM
From: Jan A. Van Hummel	Read Replies (1) \| Respond to of 14577

We often buy into stocks for the wrong reasons, then have to hang on for dear life and then when we are finally in the money again we sell (for the wrong reason again). The fact that a stock surpasses one's break-even point may serve to increase one's comfort level with the stock. However, it is not necessarily a valid reason to sell for that reason alone. There may be a reason for all this madness. I have been in this stock for quite some time averaging down as we went (although I failed to buy at 2.50), and am quite comfortable now. More than ever before do I feel that this stock is considerably undervalued and blame the absence of a good earnings report (or several for that sake) for its lackluster performance. It seems to me though that we are on the verge of seeing S3 getting all the attention we have been yearning for and that would open the doors for considerable appreciation of its value more in tune with its intrinsic value. If the earnings do come out well and also show decent growth we may not stay too long at the current levels, barring any unforeseen like major interest rate hike or so. JMHO