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

To: Phil Fischer who wrote (9125)	1/30/1998 10:32:00 AM
From: Mark Chavez	Respond to of 14577

Phil - well stated. The interesting thing I've been thinking about is the following: Last time S3 was at these levels was about Sept. 1994. Is S3 in better shape now than then? S3 is well positioned to recover if their next generation graphics product are well received. Yep, it's highly dependent on both management and engineering, but without being an expert I'd say the upside outweighs the downside at this point, i.e. we'll see 7.5 before 2.5. M.

To: Phil Fischer who wrote (9125)	1/30/1998 12:09:00 PM
From: JerryP	Respond to of 14577

Good post, Phil, without the usual pie-in-the-sky B.S. A little historical perspective helps....especially after getting so much hysterical perspective. I didn't listen to all of the CC but when asked about the future product development, I thought Terry was appropriately closed-mouth about it. I think that any plan for dealing with the competition is tied directly to whatever product they are developing or about to develop and since there are lots of competitors and only so much that can be done on a chip (re: the Cirrus dealie), one would not want to give away one's hand. Of course, he declined to even provide a name for the new product...."...the Emperor's not wearing any clothes!!!" George, I'm going to have to re-evaluate. You actually have discussions with DAMIEN? JP O&A