Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Bosco & Crossy's stock picks,talk area -- Ignore unavailable to you. Want to Upgrade?

To: Bosco who wrote (2607)	4/5/1998 4:59:00 PM
From: Crossy	Respond to of 37387

Bosco, SIII is longterm quite a safe play at current levels. Look their upcoming product (vortex or so it's going to be called) should adress their primary weakness in grafix sector mid-term: decent 3D performance. In they meantime they licensed the Cirrus design (Rambus DRAM) which makes perfect sense. If they just licensed a top 3D engineer powerhouse as well <G>. RDRAM will give them a speedboost but the 3d improvement will be out there mid-term, not within a short time. Expect to wait 1 year or so before the product I'm talking about should hit the market. Also, they embarked on other niches: Audio p.e. Their sonic vibes is a technically compelling conecpt. There are many cheap & midpriced PCI soundcards out there employing this circuit. It's a winner. Also they could get into the core logic business. I think one should buy SIII as a nice longer term hold (turnaround play) on weakness. Hoever timing wise I see a drop to the $6 level soon, where should be significant supporrt. That be also a good opportunity to get into it.. regards CROSSY