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

To: Synapsid who wrote (10777)	5/1/1998 6:29:00 PM
From: Calvin Scott	Respond to of 14577

Syn, I disagree with you. I think that S3 will not only regain most if not all of the markets they lost, but will eat into a lot of the board business now owned by Matrox, ATI, and NVidia due to the fact they will have a marginally high performance chip with a $25 - $30 price range.

To: Synapsid who wrote (10777)	5/1/1998 10:50:00 PM
From: Don Earl	Read Replies (1) \| Respond to of 14577

Hi Synapsid, <If you're cynical you could say if S3 announces this next week the stock will rise again.> Actually, I am feeling kind of cynical right now. As fickle as computer makers are, I don't doubt that there will be plenty of design wins, IF S3 goes to market with a good product at the right price. The part that has me shaking my head is that S3 is probably looking at a loss in the neighborhood of -.35 (give or take a nickel) this quarter. I don't think design wins from IBM and HP will make up for multiple design losses from DELL and CPQ, plus a soft Asian market that accounts for 75% of their business. If revenue is flat with Q1, the loss works out to -.38, assuming vague guidance given in the conference call. These kind of sense free, rumor driven, lemming runs annoy me. "A longer term perspective" works better on momentum stocks that don't loose or gain nearly a third of their value once a week for no reason. It looks more like a short squeeze with a chance to sell a bunch of over priced options. Regards, Don