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

To: Synapsid who wrote (7162)11/3/1997 7:14:00 PM
From: Ken Muller  Read Replies (3) | Respond to of 14577
 
<<Hmm, how does pricing pressure come into play, unsold chips at distributors recorded at (much) higher value than actual current selling price>>

Interesting question! Their should be an increase in the inventory during the last 2 quarters to compensate for the reduction in sales and profits for the last 2 quarters. On the other hand there wil be a large increase in revenue and a corresponding decrease in inventory during this 4th quarter. The actual selling prices were not inflated, however. They were the prices that distys actually paid to S3. Prices charged by distys to their end customers are not relevant.

(The Far East distributors probably kept their inventories relatively level for this whole time period.)

Ken



To: Synapsid who wrote (7162)11/3/1997 7:37:00 PM
From: CHUCK IRWIN  Read Replies (3) | Respond to of 14577
 
I beleave it will push up 4th QTR, however towmorow I expect a drop of 1 to 1 1/2 points. Maybe a morning drop then a come back. Great time to get in or average holdings. This company is going to come back, be sold or merge with someone bigger. Don't give up.


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