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

To: stockroach who wrote (9049)	1/28/1998 2:55:00 PM
From: stock talk	Read Replies (2) \| Respond to of 14577

Gregie, my old mind thinks WA said on the conference call, that "our balance sheet remains strong with 500 million in assets". Now I'm not sure how he was defining assets, but it would seem if I understood correctly, S3 would believe their basic asset package to be worth 500 million. Thus if a buy out were to be done, one could expect a premium from that point. At least thats my take on it.

To: stockroach who wrote (9049)	1/28/1998 3:17:00 PM
From: Michael	Respond to of 14577

Don't forget the siginificant premium that S3 will get when (if) the Fab goes public. Regardless of what their assets are worth, the fact they are all packaged together is significant in any acquisition. Think of how long it would take to go buy a Fab, go buy or design patents and R&D for the next generation product, hire engineers, accountants, salespeople, etc. Also, goodwill is involved. Even though they are behind, they are still the world's largest graphics chip producer. If they come up with a reasonably good product, people are going to jump on it. They still have a significant customer base.