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

To: Parker Benchley who wrote (8154)	12/2/1997 12:54:00 PM
From: SidStock	Read Replies (1) \| Respond to of 14577

Tom Kurlack has downgraded the semiconductor sector. ALTR, XLNX, LSI, TXN, etc... not doing well.

To: Parker Benchley who wrote (8154)	12/2/1997 6:00:00 PM
From: Jan A. Van Hummel	Read Replies (3) \| Respond to of 14577

George, The confluence of S3 specific problems and the problems of the general hi-tech market will make it difficult to see much better than a flat and narrow trading range for S3 until some meaningful good news comes out. I have wondered too about the absence of any formal statement from S3 about meaningful changes in its operations. I would hope we will see clarification on the revenue recognition issue since that, IMO, caused an extra $2-3/share decline. However, with the hi-tech water so muddied, it may have less of an effect now than had they done so when the reported the extend of the problem. Looks like we will be treading water for some time. Come to think of it, if we agree that consolidation in the industry is inevitable, then I think the current anemic state of the semi-mkt will only serve to accelerate the process of such consolidation. This may not be so bad. At these levels will just keep hanging in. Onward. Jan