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

To: JerryP who wrote (8333)	12/12/1997 6:09:00 PM
From: ggda	Read Replies (2) \| Respond to of 14577

Jerry It's strange to be writing to another Jerry! I agree, but what can be done about it is a mystery to me. For example, the title of this thread contains the words "...Longer Term Perspective". I have not seen much discussion of that. There is a short term thread, and it seems that most of the posts on this thread could go there, especially those of persons with short positions. Perhaps we could have some consensus on what is meant by long term.. a month, a quarter a year, or two years. For me, 6-9 months is short term while 10-24 months is long term. I would appreciate other opinions on this. If this is a long term thread, when will most begin to discuss SIII's long term perspectives? For example, many seem to feel that the CEO is not very good. OK, what effect will his continued tenure have at SIII? In fact, we need to ask it it is true that Johnson is no good. The "no design wins" rhetoric is getting old. I cannot believe that SIII engineers have altzheimer's disease and forgot how to design. The question for me is how long before they can develop a competitive, and hopefully best set of products. Where can we get that information? Additionally, how have valuations of company assets been effected by the recent price plunge, and the Asian markets tumble? Just how much cash is left? Where can this be factually established? I wonder what would happen if a given number of members of this thread agreed on a strategy relative to analyzing SIII. Each member of a "team" would be assigned a different aspect of the issue depending upon his or her talents. Some here seem to be financially oriented, while others are technology wizards. Some have 15-25 years investment experience while others are young and enthusiastic. Some have a great deal of money to invest, others have very little. Regardless, for those whose longer term goal is to profit by investing in this company, it would seem that doing the requisite leg work would be worth it. Let's face it, professional analysts have not been very accurate lately (on most hi tech stocks!). I would guess that those of us who are value investors could actually do a better job than what I have seen lately. At any rate these are ideas only. If anyone is interested, perhaps we could establish criteria for membership. Or maybe the best thing to do is start another thread where only holders who are willing to disclose their positions are allowed to join. If nothing else, a small cadre could be formed who would be willing to share information rather than mask it behind foolish and sensational statements. Regards Jerry

To: JerryP who wrote (8333)	12/13/1997 2:33:00 AM
From: Sam Gompers	Read Replies (2) \| Respond to of 14577

Jerry, I appreciate your response and your sense of history. I often feel that most people who think they know how the world or the markets work only go back as far as 1990 for a historical perspective. The Dow and the markets in general have a "historical record" and those who fail to appreciate or understand that historical perspective are bound to repeat its mistakes. Kudoos for reading in the reference. I also understand your histrionics in post 8333, and that is what prompted my response. I read the S3 link, thanks, but it sounds so rosy - why has the stock continued to drop since then if they have so many great products in the works? I guess this is my main concern. If S3 is indeed a leader in the industrty, and if they have the design talent and the products in the works, why is this stock trading lower and lower all the time? Certainly the MMs and industry insiders can see this, and it would appear that they would be jumping all over this company at these levels. My question is why dies this stock keep drifting lower and lower? I guess I just want to find a balance between the Jan's and the Bob's, who either love this company or think it is going to go belly up in the near future. Can somebody find me a balance and convince those of us who read this thread that there is a good reason to buy at these levels??? Thanks for the input, I appreciate it, Sambo

To: JerryP who wrote (8333)	12/16/1997 2:12:00 AM
From: Parker Benchley	Read Replies (2) \| Respond to of 14577

JerryP, Jan, All I've been pondering this clandestine position taken by S3 management. I've come to the conclusion that it's actually a brilliant and wonderful way to create a "mystique" acting as a precursor for future shareholder victory. Eventually, Gary Johnson and his minions will explain the genius of their solitude. It will be laid out in a glorious series of press releases that will grace our eyes and minds with an erudite strategy that will humble even the most elevated, honored Wharton graduate. When this happens I know I will awaken from my sour reverie to find existential joy in the series of faxes coming across my machine....for me to poo poo on. Speaking of which, since there's so much shit going on, I thought this might bring a few gins to you all in the fecal analysis here at what appears to be the bottom of the S3 outhouse. Onward, George Close-To-Complete Ideology and Religion The Shit List Taoism: Shit happens. Confucianism: Confucius say, "Shit happens." Buddhism: If shit happens, it isn't really shit. Zen Buddhism: Shit is, and is not. Zen Buddhism #2: What is the sound of shit happening? Hinduism: This shit has happened before. Islam: If shit happens, it is the will of Allah. Islam #2: If shit happens, kill the person responsible. Islam #3: If shit happens, blame Israel. Catholicism: If shit happens, you deserve it. I know I do. Protestantism: Let shit happen to someone else. Presbyterian: This shit was bound to happen. Episcopalian: It's not so bad if shit happens, as long as you serve the right wine with it. Methodist: It's not so bad if shit happens, as long as you serve grape juice with it. Congregationalist: Shit that happens to one person is just as good as shit that happens to another. Unitarian: Shit that happens to one person is just as bad as shit that happens to another. Lutheran: If shit happens, don't talk about it. Fundamentalism: If shit happens, you will go to hell, unless you are born again. Fundamentalism #2: If shit happens to a televangelist, it's okay. Fundamentalism #3: Shit must be born again. (Amen!) Judaism: Why does this shit always happen to us? Calvinism: Shit happens because you don't work. Vulcanism: Shit occuring is illogical in quantum theory, but fascinating. Seventh Day Adventism: No shit shall happen on Saturday. Creationism: God made all shit. Secular Humanism: Shit evolves. Christian Science: When shit happens, don't call a doctor - pray! Christian Science #2: Shit happening is all in your mind. Unitarianism: Come let us reason together about this shit. Quakers: Let us not fight over this shit. Utopianism: This shit does not stink. Darwinism: This shit was once food. Capitalism: That's MY shit. Communism: It's everybody's shit. Feminism: Men are shit. Chauvinism: We may be shit, but you can't live without us... Commercialism: Let's package this shit. Impressionism: From a distance, shit looks like a garden. Idolism: Let's bronze this shit. Existentialism: Shit doesn't happen; shit IS. Existentialism #2: What is shit, anyway? Stoicism: This shit is good for me. Hedonism: There is nothing like a good shit happening! Mormonism: God sent us this shit. Mormonism #2: This shit is going to happen again. Wiccan: An it harm none, let shit happen. Scientology: If shit happens, see "Dianetics", p.157. Jehovah's Witnesses: >Knock< >Knock< Shit happens. Jehovah's Witnesses #2: May we have a moment of your time to show you some of our shit? Jehovah's Witnesses #3: Shit has been prophesied and is imminent; only the righteous shall survive its happening. Jehovah's Witness #4: Nobody is home so let's just leave our shit in the door. Moonies: Only really happy shit happens. Hare Krishna: Shit happens, rama rama. Rastafarianism: Let's smoke this shit! Zoroastrianism: Shit happens half on the time. Church of SubGenius: BoB shits. Practical: Deal with shit one day at a time. Agnostic: Shit might have happened; then again, maybe not. Agnostic #2: Did someone shit? Agnostic #3: What is this shit? Satanism: SNEPPAH TIHS. Atheism: What shit? Atheism #2: I can't believe this shit! Nihilism: No shit.