Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Norrin Radd who wrote (8615)	1/2/1998 1:33:00 PM
From: Keith Allen	Read Replies (1) \| Respond to of 14577

Tom, you're right. As well as SIII I also took a position on ALSC, KMAG and TRID, looks like they're going up today, catch the boat before it leaves! >>Keith, there are lots of competitors, always have been. But SIII's value in the Taiwan wafer foundry alone is worth $5-$10/share by itself, IMO. ALSC's investment in same wafer foundry is pegged at $10-$15/share for ALSC. WOW ! That's value! My guess is that these fire sale prices won't last.

To: Norrin Radd who wrote (8615)	1/2/1998 8:56:00 PM
From: Ken Muller	Read Replies (1) \| Respond to of 14577

Tom: You wrote>>But SIII's value in the Taiwan wafer foundry alone is worth $5-$10/share by itself, IMO.<< I have see various estimates thrown around on the fab value. I am curious though on how S3 would realize any of this value. Info is that any funds from an IPO would be dedicated strictly for a new fab to be operational 1-1 1/2 years down the road. I haven't seen any discussion on S3 (or ALSC) being able to recover initial investment funds or capital appreciation. I would guess the stock holdings in the fab venture are restricted. The stock price of both ALSC and S3 kinda reflect this interpretation. Any comments? Ken