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

To: Ken Muller who wrote (7562)	11/7/1997 4:14:00 PM
From: Tom Terf	Respond to of 14577

Right.. We are talking about losing track of $ 70M worth of product !!!! Assuming this ocurred over a 6 month timeframe, that equates to roughly 25 % of total S3 sales during this same period. Now, Asia distributors don't necessarily handle all of S3 sales, so if we assume that they handle as much as 50 %, then S3 people were off the mark in inventory tracking by about -- $70M divided by $ 120M or about 58 % . So Asia was actually selling through to end customers far less than 1/2 of of the sales which S3 finance dept attributed to them. In this fast changing market the numbers usually are tracked more precisely than these people at S3 would lead you believe. This, again, is incomprehensible !!! This can't be a causal mistake..