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

To: Harold S. who wrote (8128)	11/28/1997 12:35:00 PM
From: Jan A. Van Hummel	Respond to of 14577

Mr. Spock, It is indeed a question of when. Timing is the essence. IMO current levels reflect market expectations of weak results for the next two quarters. Hence, whether S3 will drop to say $5 will be largely a function of the results that will be reported versus these expectations. The next blockbuster product is likely going to be the GX3. The timing is unclear, some speculate 2nd Qtr 98 others 3rd Qtr 98. From a competitive and strategic point of view it is probably wise of management to only indicate in braod terms when the GX3 will hit the market and "surprise" everyone by doing so earlier. If then we anticipate a soft 6 months, I would anticipate the stock to follow the moves of the hi-tech market. Will it hit $5, I doubt it, but it can under the outlined circumstance. If you believe it will recover at some point in time, why not buy a little now and keep buying at regular intervals until you have reached the number of shares you want to hold. JMHO Jan

To: Harold S. who wrote (8128)	11/28/1997 7:05:00 PM
From: wiz	Respond to of 14577

Mr. Spock I'm thinking along the same lines you are. There have been people talking about 3 and 4 here. I don't know what their adgenda was. I do know that in the current market conditions, that being so much money in the market..... so many fund managers. That a stock usually turns in the market before the fundamentals change. Look at MU and the Tom Kurlack masacre. It's so competitive throughout the market.... fund managers.. analysts.. ect. ect. that a guy can't count on being able to "time" the move back up. I'm going to start accumalating soon!!! Mark