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

To: slob who wrote (8777)1/12/1998 8:53:00 PM
From: Calvin Scott  Read Replies (2) | Respond to of 14577
 
>> I'm interested in input from others because this topic seems very important when assessing the future of SIII as well as ESST, CUBE, CRUS, and so on.<<

Some will tell you that this is true of Cirrus. The concensus is $.15 for this quarter. This will give CRUS two solid quarters in a row after 18 months of negatives. Insiders will tell you that they will beat the consensus by $.05 - $.08 cents. Earnings will be out on Jan. 20th.

Calvin



To: slob who wrote (8777)1/13/1998 8:46:00 AM
From: Crispin  Read Replies (2) | Respond to of 14577
 
How about Qlogic?

They actually licenced their SCSI controller to NCR (now
SYMBIOS) and lost out pretty well 3 years or so ago.

Last 6 quarters (or so) have seen great things.

Stock has gone from 5 ish to 40+ (but now 20s). Was my biggest
% gain. (thanks to CTSL - who sold out at 9 I think).

However SCSI has never been a mainstream PC segment more
workstation, RAID, etc. Qlogic now going for Fibre channel.

Crispin


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