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

To: bob yahnke who wrote (9075)	1/28/1998 10:04:00 PM
From: Beachside Bill	Read Replies (1) \| Respond to of 14577

<The short position started in the high teens close to 20 a share. That's when the bond issue came out. If they got bought out lets say at 10 the shorts would still have big gains from the short sale and who ever buys them out would have to pay the debt off. Either way, the shorts make out. > Hummm, and if you went long at 5, then you would make out better than the shorts that didn't know when to take profits and watched SIII climb back up to 10. I understand what you are saying. It's just not valid arguement not to go long now.

To: bob yahnke who wrote (9075)	1/29/1998 3:06:00 AM
From: JerryP	Respond to of 14577

I don't see a buyout but more like a merger would make sense for S3. This industry needs to consolidate some way or another for any of these companies to make out. SIII may pick up some other company, but as far as consolidation, don't you think it's going to the smaller, less cash-happy companies that need to merge? As far as the comments about SIII playing catch-up, they missed a product cycle....not necessarily a death knell. It's like a bicycle race, you're two miles ahead going down the hill and your pedal breaks. You're going to lose some of your advantage until you get the new pedal on. Then, you just keep pumping away and gain back your advantage. SIII is still the leader, right? They still have a reputation, tarnished as it may be by the Virge2. A killer product (or even just a mean-looking one) next quarter and they should be set right. With a little aggressive marketing and less agrresive accounting, they could blow away the competition. I still think Intel is looking for audio hardware and a power supply to market their own box. JP O&U