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

To: stock talk who wrote (7914)	11/15/1997 3:04:00 PM
From: SidStock	Respond to of 14577

No, but maybe NINE can buy GJ's company??? You know, i saw someone who looked like GJ panhandling out in front of the fry's near S3.... was trying to sell S3d on board* stickers for cars....do you think??? Sid *oh yeah, they fired that marketing genius already!!!

To: stock talk who wrote (7914)	11/15/1997 7:19:00 PM
From: Ken Muller	Read Replies (1) \| Respond to of 14577

Frank: If S3 purchased another company who would run it? Just doing a little calculations on the back of an envelope, trying to guess the actual size of S3's sales. Assuming $30 million less per quarter coupled with approx 20 % price erosion over a 6 month period., I'm projecting about $65 million per quarter. What we now have here (I think) is a $260 million company. Their overhead cost percentages will be out of line. Ken

To: stock talk who wrote (7914)	11/16/1997 12:53:00 PM
From: Mike Learner	Respond to of 14577

Message from stock talk on Nov 15 1997 1:38PM EST " GJ, you can buy this company for less than the cost of your accounting errors." Frank, Correct me if I am wrong. It appears that you are still thinking Gary Johnson is running this company and is very instrumental! You keep expecting him to be magical in this company's roadmap creation, stockholders value recognition, PR modification and so on. My friend, it seems Gary Johnson is only a product of the top level for some reasons which are unknown yet to small investors! It appears that the S3's top level cohesiveness has deteriorated deeply or I should say it does not exist! It seems that founders are focusing into other investments; their interests and their holdings in S3 are decreasing! Key top mgmt elements are either unseated, left the company, has become passive, or ran away to hide! It seems that there are two forces within the top level: 1) wants to be acquired by another company without further effort, and 2) wants to forge ahead! And, due to this dilemma, one can say why we are at today's situation! You can see this struggle of passiveness and forging ahead struggle on the marketing, production, and other areas of business. Sonic Vibes, FDJA, GX3, accounting mess may point to this struggle within the top level!!! All I want to say, is repeating what Jan has been saying that the "composition of the entire board" is the key concern. Therefore, GJ is not your man to do the job in IMO!! Off the topic of GJ-- To S3's engineers and hard working staff: you guys deserve applauding. MBrad

To: stock talk who wrote (7914)	11/16/1997 8:40:00 PM
From: Bill Lin	Read Replies (1) \| Respond to of 14577

frank, i don't like NINE as a take over or acquirer. they changed strategy and are now primarily a board manufacturer like Diamond and STB. Want to piss off everyone else? just start competing with your customers. kind of a bone head idea. a graphics semi company must specialize in algorithms, simulation software, firm ware writing, etc. all the little technical specialties that create proprietary knowledge and barriers to entry. do you like nine because they are the only GX2 design win? can't even get the board. and their Verite board is $20 more expensive than DIMD's version. money maker? more like money loser. your board qualification are diminishing with this pick, frank... BL