Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : The Good-The Bad and The Ugly -- Ignore unavailable to you. Want to Upgrade?

To: Tim Luke who wrote (1504)	9/2/2000 4:11:56 AM
From: CrazyTrain	Respond to of 8686

WOW. I took the gift and doubled down on SAPE today. S3 must read below. But first I want to say thanks again Tim for the heads up on SAPE and the money flow reports. FFIV is defying gravity as almost everyone just expected it to pull back today after a couple of large up days but it held up pretty good (I told you to buy some last weekend for $50). _________________________________________________________ S3 - SIII has come back onto my radar screen. Got an upgrade a couple weeks ago. Will be watching it closely. Look what it did last fall (and don't miss out on it this year Tim). Here is the quick DD... 1) The deal with via to get rid of their low end (low margin) graphic chip division looks good. If I understand correctly, they will still sell the high end graphic cards (Viper, Stealth, Fire GL) 2) Their new S3 Diamond Rio MP3 players should do well for Christmas. Nike version should be HOT HOT HOT!!! 3) Last time I checked their 302 million shares of UMC (Taiwan) was worth $8.73 per share and if they ever IPO UMC in the US it could really benefit S3. 4) RIOPORT.COM is supposed to be a IPO. RioPort is backed by Oak Investment Partners, Vulcan Ventures, S3, Inc., Mitsubishi Corp., EMC Corp. and Quantum Corp. bigcharts.com bigcharts.com\http2_mw 5) S3 has an investment in Dataplay and I can't wait for it to be available in the Rio. It is small, cool and inexpensive. It looks like they plan on marketing it to work with all kinds of devices. 500 megs and the size of a quarter. The next mini portable storage standard???? dataplay.com Message 13816273 6)S3 is working with Transmeta on a webpad and they have made internet appliances a top priority. Message 13403200 s3.com 7) I forgot, so you'll have to dig for this one:) Just add their UMC and their cash on hand and see what you come up with. Just my thoughts but hey, what do I know;)

To: Tim Luke who wrote (1504)	9/2/2000 9:13:04 AM
From: zx	Respond to of 8686

after reading the crazy train today i am glad i didn't short sape yesterday over $45. {tried to but my brokerage said sape couldn't be shorted.} yesterday i felt sape was overvalued compared to its competition and the vian earnings decrease stuff was scary. guess you think the earnings stuff does not apply to sape though. spent 2 hours before the market opened yesterday reseaching these companies and then was so tired i did very little trading. just opened some Ford 2003 Leaps (+11.9% yest.) Was going to ignore sape and these companies for now but if you are interested then i must be missing something. Help guide my trading over the next few months. Will there be horrendous tax-loss selloff in many internet/tech names in Sept/October (end of year for many funds}. If i am prepared i may profit for once. (g) good luck to all and thanks.

To: Tim Luke who wrote (1504)	9/3/2000 2:15:46 AM
From: 2MAR$	Respond to of 8686

Hey there, Not sure if you would be interested thought you might want to look into this neat shareware @ gurunet.com not a huge down~load , gives your cursor and mouse the ability to just point to any word while holding the alt key and get the definition, or the location of an area code , a company and its quotes etc...and many other nice things. I think it's really neat! have a "cool" weekend ...great thread but lot's of work i bet.... ...stay cool and focussed and pace your energies, Tim. ;-) marsh