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

To: bob yahnke who wrote (9077)	1/28/1998 10:58:00 PM
From: Beachside Bill	Respond to of 14577

Why would one sell bonds? mvision.com

To: bob yahnke who wrote (9077)	1/28/1998 11:16:00 PM
From: Mike Learner	Read Replies (3) \| Respond to of 14577

Bob, Some of us just hooked to this stock for many individual reasons!!! Maybe, we enjoy owning this stock and chating with other share holders on SI!!! Just ask George! Forget about S3 for awhile. Let's hear re one of your star stock (below $ 25.00) that you really like and give us a good run down. Give us your short term and long term price target with reasons. We all know that S3 needs to get its act together to be profitable and I for one need to get my s... together and make some money, therefore, be very pursasive and logical. BTW, Unseating GJ, Raising Cash, Buying Patents (maybe rambus too), Reducing workforce, learning from their mistakes, & so on are positive steps for this company to be recognized as possible turn around candidate! Regards, MBrad

To: bob yahnke who wrote (9077)	1/28/1998 11:27:00 PM
From: michael liu	Read Replies (2) \| Respond to of 14577

The float is only 35 million shares. 50 million are the total outstanding shares. Correct me if I am wrong. 3 million shorts represent 10% of its float which is quite significant for me. Once semi stocks are back in favor. These shorts will have a trouble. Notice that not all of them were shorted at high teens. Weak shorts are more likely to be getting short sqeezed out first. Michael

To: bob yahnke who wrote (9077)	1/28/1998 11:46:00 PM
From: Beachside Bill	Read Replies (1) \| Respond to of 14577

Bob, here is another comparison chart to go along with SOX index. This is just to show you SIII isn't that special on the downside. All of these stocks are doing what they are suppose to do. techstocks.com Now WDC and CYMI report tommorrow and things can change.

To: bob yahnke who wrote (9077)	1/29/1998 11:19:00 AM
From: Michael	Read Replies (1) \| Respond to of 14577

Bob, there was a filing on Edgar for the Wisconsin pension board purchasing 3+ million shares in the last week.

To: bob yahnke who wrote (9077)	1/29/1998 2:25:00 PM
From: JAG	Read Replies (2) \| Respond to of 14577

Bob, I think S3 is very aware of Intel. In the conference call they said that Intel would be a long term player in graphics industry. What do you think S3 is thinking? How do we survive? I have reviewed Advance d Micro Devices balance sheet, revenues, and stock price. If I were a betting man, I would like the chances of the possiblity of AMD going after S3. It seems as if they both need each other. Given that S3 stock is below book value and AMD price is at a premium of 1.3x book, AMD could pull this off without a minimal cash injection, especially in light of the fact that S3 has $100 million of cash. AMD then could sell of S3's investment in the fab.