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

To: Don Earl who wrote (11007)	5/20/1998 5:19:00 PM
From: Synapsid	Respond to of 14577

Remember these guys? They were competing with S3 at accounts such as Diamond three years or so ago, but struggled when RAMDAC and clock were being integrated into a single chip. However, this part does not look particularly competitive. biz.yahoo.com

To: Don Earl who wrote (11007)	5/21/1998 1:39:00 AM
From: Stu	Respond to of 14577

I don't think that Dell was the problem today. I think that Analog Devices is what kicked the market. Their earnings miss hit just about everybody. People keep hoping that the techs will come back, but too many keep coming out with poor earnings. I don't think that any amount of good news will be able to push the market higher. I think that the key for computer hardware is no more bad news.

To: Don Earl who wrote (11007)	5/21/1998 3:46:00 AM
From: R Stevens	Read Replies (1) \| Respond to of 14577

Don, "I'm a little surprised at todays tech action also." Exactly! I hope I have learned that when things don't go the way I expect them to go, then I need to change my overview. When NeoMagic dropped after an excellent quarter I got mildly burned before I could get out. When the market went down after the Fed announcement I took that as a another bearish sign. So this morning when Dell didn't open up with strength,(a gap up or a sustained rally) I went short based on the NeoMagic experience and the Fed results. However, I would not be surprised by another short term rally in the market. What we do know for sure is there is uncertainty, so we need to trade accordingly...ie: take profits sooner, be very cautious on the long side since the uncertainty is at a market top, etc... Re:S3...I plan on taking a bigger position after the overall market condition becomes clearer.