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

To: Jim Goodman who wrote (8862)	1/20/1998 5:26:00 PM
From: Keith Allen	Read Replies (1) \| Respond to of 14577

Jim, Holding S2 long too, but rather nervous... There is a lot of competition out there - Intel, 3DLabs, Nvidia to name a few. Would be more than happy to get out at 7.5! KA

To: Jim Goodman who wrote (8862)	1/20/1998 6:21:00 PM
From: Hamid MArandi	Read Replies (1) \| Respond to of 14577

Is this news good or bad on the short term stock price?

To: Jim Goodman who wrote (8862)	1/20/1998 8:27:00 PM
From: Norrin Radd	Respond to of 14577

Hi Jim, I was buying at the end of Dec. so obviously I like this trade. As for any hidden fundamental bombs, I am not aware of any. However, a hidden upside surprise is the value in the Taiwan wafer fab investment which is not in the stock price and will be realized within the next year or so IMO. Also, SIII just raised some cash for some reason which may be very favorable such as a nice acquisition. I think you probably know the Taiwan wafer fab investment is one reason I also bought ALSC in late Dec. Lehman puts the ALSC wafer fab investments, Taiwan and a couple others at a conservative $9-$10/share. Sooner or later, I'll get paid. I also recently bought MATH on the 100% upside surprise, SUPX on 0.20 vs. 0.12, and STAC because I like their Hi/fn unit. I bought CHTL for wild speculation because I do not think they will go chapter 11 and yet they are priced as such. The SOX index might be putting in a bottom. Time will tell. Good luck !