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: g.w. barnard who wrote (9030)	1/27/1998 9:51:00 PM
From: Calvin Scott	Respond to of 14577

Lets take a long hard look at this animal. As reported back in September, S3 was looking to purchase Cirrus's graphics division. As it turned out, they were probably negotiating a settlement to the tentative patent infringement of Cirrus's products. Things got real bad for the S3ers and they had to withdraw. Suddenly, we hear of the licensing agreement with Rambus! Then the announcement of re-posting past quarter results, then talk of the fab value, then they sell 1/3 interest, then they post q4 results, then they use the cash to buy "certain" graphics patents from Cirrus. Is it me or does this almost sound orchestrated to you?? It does to me. JMO but it smells like an upcoming consolidation to me. With whom, I do not know but SIII is certainly in a position that is very attractive to someone. If we see a run up in the near future, it won't be in anticipation of earnings. Calvin Scott