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

To: Calvin Scott who wrote (9041)	1/28/1998 10:09:00 AM
From: bob yahnke	Read Replies (2) \| Respond to of 14577

This stock remains dead money. Sell call options to to increase your return while you wait and wait and wait and pray for better days.

To: Calvin Scott who wrote (9041)	1/28/1998 11:08:00 AM
From: Phil Fischer	Respond to of 14577

New fabs are popping up but the fact remains that Siii 24% Fab share produced over 12 million in profits last qtr (compared to 7 million in the previous qtr) and the fab is still ramping up. The fab is the best thing Siii has done in a while. I guess one could argue that if they had taken that money at the time they invested it in the Fab and put it in R&D they would be better off today. However, the Fab has produced an excellent return on investment. Phil

To: Calvin Scott who wrote (9041)	1/28/1998 11:33:00 AM
From: stockroach	Read Replies (2) \| Respond to of 14577

Calvin, I agree with you that the shareholders should not bank on the fab as being a continual source of income. S3's plan was to use the money to invest in a .18 micron fab. As far as the poison pill goes I doubt at this stage S3 would exercise it if a good offer was made for the company, so JAG estimate of 250 mil. is reasonable. No need to invest in this company now, with 2 more quarters of losses coming. You will still be able to pick this stock up under $6.00 6 months from now. That is if they get their new products to market. From what I am hearing on the street, by the time Vortex is shipping in production ( Q3 ) Intel will have CPU's around the 400 mhz. The line doubling that Vortex does will be able to be done in software ala products from ATI and others at a much lower price tag. When I saw both the ATI and S3 product at Comdex you could tell the difference, S3's product was better. But with the more powerful processor there will be no difference between the 2. We know what product Intel will favor, the software based one because that gives the reason to produce faster processors at higher prices with more profit. JAG - Don't kid yourself regarding Intel getting into the graphics market. They will be a major player and sooner or later will want to controll it just like the CPU market. stockroach