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: stockroach who wrote (9046)	1/28/1998 12:22:00 PM
From: JerryP	Respond to of 14577

It's a-mazing! that a company can spend MILLION$ on advertising a product that people cannot go down to the corner market and buy. (Not that the average Joe would want to) A little over a year ago there was a rumor that Intel was going to build and sell a complete box. Now that they're into graphics, about all they need is a sound card and a power supply. COMPAQ, Dell, Gateway, and a lot of others may want to be ducking along with SIII somwheres not too far in the future. JP O&U

To: stockroach who wrote (9046)	1/28/1998 1:55:00 PM
From: Michael	Read Replies (1) \| Respond to of 14577

<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.> $250 million is the market cap today on the open market. I don't think that is at all reasonable. First of all, I am not just going to turn over my shares with no premium. If I wanted $5 for my shares I would sell them today ont he open market. Also, if someone tries to buy shares on the open market, it is going to cause the price to rise. Realistically, this company will not be taken over for less than $10 a share, especially when cash and Fab are worth more than $250M.