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

To: bob yahnke who wrote (8290)	12/11/1997 12:10:00 PM
From: Jan A. Van Hummel	Read Replies (1) \| Respond to of 14577

Bob, I think you are too dark-minded. The whole hi-tech sector is getting slaughtered today again. Look at S3's competitors. S3 is still the major player. I think that the current malaise will accelerate consolidation and re-alignment and the weaklings (I do not consider S3 a weakling) will fade away or will have to seek alliances. We are in for an interesting time, but we should not ignore the overall state of the market, because that is what is keeping S3 down. JMHO Jan

To: bob yahnke who wrote (8290)	12/11/1997 2:02:00 PM
From: JAG	Read Replies (1) \| Respond to of 14577

Don't be ignorant. How can S3 charge off $100 million of inventory. Inventory on the books is only $50 million. Let us say they charge off $50 million of inventory. So what. Does not affect cash and book net worth only drops from $286 million to $230 million. It is not all over fast. With $100 million of cash they will be around for a long time.