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

To: AreWeThereYet who wrote (9215)	2/4/1998 2:01:00 PM
From: JAG	Read Replies (2) \| Respond to of 14577

I just got back from Cancun. S3 probably had a big hammer over Intel because Intel wanted to buy Chips. Maybe a Intel and S3 cut a verbal deal allowing S3 to outbid Intel. Anyway, now ask yourself who might be interested in S3. AMD and Compaq have been rumored. Ask yourself: Why? I've repeatedly spoken of S3 trading at below book with the value of the fab understated on the books and the cash per share on hand. Now on top of this S3 has the Cirrus and Exponential patents. Don't forget S3 is spending about $80 million a year on R & D. Gotta be something there in value.