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

To: Michael who wrote (7814)	11/12/1997 6:28:00 PM
From: John Floyd	Respond to of 14577

Michael, wake up. Sub $1000 pc's will soon have graphics functions built into the main microprocessor. Gary Johnson's target market is vanishing, as is S3 under his reign. You better hope they have some success in the Notebook business they are going belly up. $2-4 is coming.

To: Michael who wrote (7814)	11/12/1997 7:18:00 PM
From: Mark Zavist	Respond to of 14577

Lucent rolls out digital TV receiver IC BERKELEY HEIGHTS, N.J.--Lucent Technologies Inc.'s Microelectronics Group today announced the first single-chip receiver for the North American digital television (DTV) standard. Lucent said its AV8100 is a complete system on a chip, capable of receiving terrestrial broadcasts of high-definition television (HDTV), multichannel standard definition television (SDTV), and broadcast data. The IC is part of a HDTV receiver chip set being jointly developed by Lucent and Mitsubishi Electric Corp. Mitsubishi is now testing the chip for implementation into its front-end RF tuner and other products. "Our new receiver chip will help bring about a new generation of DTV-based products and services," said Ahmed Nawaz, vice president of network communications ICs at Lucent Microelectronics. "Consumers will be able to receive new types of digital broadcast services such as web casting, stock price updates, software distribution and other interactive media thanks to enabling devices like ours." Lucent said the 0.35-micron, 3.3-volt IC is the first commercially-available, single-chip vestigial side-band (VSB) receiver compliant with the Advanced Television Systems Committee (ATSC) standard. "For several months, we've been verifying the ability of the AV8100 algorithms, programmed on Lucent test boards, to receive ATSC signals over the air," said Tommy Poon, senior vice president of Mitsubishi's ITA Advanced Television Laboratories. "Those experiments have been very successful and now we've started testing the chip itself in conjunction with Mitsubishi's RF tuner system and video and au dio decoder and display processor components." The AV8100 is housed in a 160-pin, plastic quad flat pack. Lucent said it has begun sampling the chip to beta-site customers and will start commercial sampling early in 1998. Volume production is slated to begin in the second quarter of 1998 and is expected to result in consumer-based DTV products by the fall of 1998.

To: Michael who wrote (7814)	11/13/1997 9:14:00 AM
From: steve goldman	Read Replies (2) \| Respond to of 14577

Michael, Noone is saying S3 is going bankrupt or out of business, right now atleast (although I have seen events like this put the eternal hurt on some companies which then never recover). but then you arent simply owning this company to go nowhere. You want to put your money in stocks to go higher. Would you rather have 1000 s3 at 6 1/2 or 500 of something else at 13 or 250 of something at 26? The investment is the same but it sounds like too many on this thread have fallen in love with the stock and thinkthat the stock owes you something and will eventually pay up. Look at the pink sheets the companies scattered throughoutwith great revenuesthat trade in small decimals. I am in now way saying that this would happen to the stock, but 6 1/4 feels like a reasonable price for it. It will take a wholesale sentiment change to get it higher and I dont think it willhappen with lawsuits pending and earnings to be bad for two quarters. You have to learn to cut your losses and move on. Sure this stock could possiblymove back to 8 if techs recover but the fundamental problems did not change. I have made plenty of mistakes andhave made bad trades in my past. I still do them to date. They can't all be winners. Nonetheless, the worst mistake you couldmake would be to not be reactive and adjust when such bad things come around. I truly hope it moves higher so that investors can get some of their hard money back. In no way am I a short, but I just call it the way i see it. Regards, steve@yamner.com