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

To: Jan A. Van Hummel who wrote (8346)	12/12/1997 10:11:00 PM
From: JAG	Respond to of 14577

Excellent post. Very informative. No bull like many of the other posts. Keep up the good work.

To: Jan A. Van Hummel who wrote (8346)	12/12/1997 10:43:00 PM
From: stockroach	Read Replies (2) \| Respond to of 14577

Jan, What you posted is fact, but alot has changed since the end of the 2nd quarter. The market looks ahead 6 months. S3 has not had many (1 I think ) design wins for GX2, the MX has a design win but other than that volume for S3 products going forward until new wins are announced will decrease. S3 stated that the Asian market is saturated. The other thing is margins. S3 has alot of margin pressure as stated in the past CC. I think S3 will survive or be bought. I still think there is more downside and then a 3-6 month flat period until Asia settles down. S3 has some technology that sounds quite impressive but other companies are now working on next generation product also. The intergrated modem, graphics, sound chips from CRUS and Cyrix (now National Semi ) and Intel sound impressive as well. JMHO. Hey JAG, everyone can share their opinion on this thread. If you don't like mine you can just hit the next button or your other option is TO KISS MY BIG HAIRY PIMPLE RIDDEN BUTT. stockroach