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


To: Ken Muller who wrote (7201)11/3/1997 11:03:00 PM
From: Berney  Read Replies (1) | Respond to of 14577
 
Ken, I went out on 10/21 but have been continuing to follow the scene.
Having just sent out a two page newletter article "Anatomy of a
Disaster -- S3," I still take it personal, and my loss was only 15%.
But, I hate to lose!

The essential problem is -- Who's going to buy the inventory? S3 has
clearly indicated that their inventory is not properly positioned in
the market. We all know that inventory is one big area where mgmt
can play big-time games with the numbers. But, to get caught is
the ultimate breech of trust with the shareholders. Signing off to
better hunting grounds.

Berney