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

To: Bill Cotter who wrote (8593)	12/29/1997 10:23:00 PM
From: JAG	Read Replies (1) \| Respond to of 14577

In the same market as S3, TRID is interesting but smaller cap. Cash on hand is about 60% of stock price and the Company has no debt and trading at about book value. As you may now TRID just pre-anounced a 30% decrease in revenue. Heavy exposure to Asia, etc. etc. etc. On the small cap software side take a look at Applix (Aplx) and IQSW. Be careful because these stocks are very volitle. Both have strong cash positions, no debt, and leading technologies. The cash on hand with no debt will serve as cushion for the downside. Study the charts to see how quickly they can move up once the action begins, likewise on the downside. I'm staying away from some of the larger better name tech stocks because they still have high valuations. I would be a buyer of LSI Logic at $15 (currently around $19-20). Another interesting stock is Seachange (SEAC) which has taken a big tumble. They have great technology and big growth potential over the long term.

To: Bill Cotter who wrote (8593)	12/30/1997 6:34:00 PM
From: James Luk	Respond to of 14577

SYBS is a good buy, even though it has gone up during the last two days. Closed today at $13.475. Expect it to > $20+ by coming earnings announcement. Bullish for the following reasons: 1. Rev. and earnings this qtr expects to meet/exceed expectation. 2. 4 consecutive qtrs of profits. 3. Strong management: Kertzman, Chen, Acosta and several high caliber VPs. 4. Strong array of new products. 5. Good rev. ($1B), good cash (#300m+) 6. ORCL and IFMX stalled 7. Possible takeover target 8. ....and many other positives Good investing!