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

To: James Parker who wrote (11128)	6/9/1998 6:17:00 AM
From: Bill Lin	Read Replies (1) \| Respond to of 14577

James, There have been so many touters of S3 on this thread, and they all get blown out sooner or later. I hope you are right about your $8-12 prediction, but I fear your time frame may be too short. I am not expecting any substantial gain in S3 shares for 12 months. Just my guess. You can confirm with the older posters on this thread. BL

To: James Parker who wrote (11128)	6/9/1998 9:58:00 AM
From: stockroach	Read Replies (3) \| Respond to of 14577

James, Are you taking over for Leo who was the last S3 cheerleader. I agree with Bill that it will take 6 months to a year before this stock gets back to double digits. If the Savage does not get some market share back S3 will use up its cash and start to sell more of the fab or use the credit line it has. IMHO this stock might hit new low before making a move to $8-$10. Good luck with your investments. stockroach

To: James Parker who wrote (11128)	6/9/1998 2:01:00 PM
From: R Stevens	Respond to of 14577

Give it a rest pal... you are making the stock go down...you haven't been properly introduced to Damien.

To: James Parker who wrote (11128)	6/14/1998 3:39:00 PM
From: Allen Furlan	Respond to of 14577

Your link is to s3 page which says partners. 10 k cites two biggest customers as Synnex and CNW, two companies I havn't heard of, and am curious about, since they may be other than box makers. Compaq is third biggest with 12% in 1997. Also 70% are export sales, which argues against a near term snap back. Maybe you or someone else on this thread can explain to me why s3 is not seriously threatened by the development of integrated graphics and processor functions by Intel and others. The 10k says that a substantial portion of their sales are for the low cost PC market. How will s3 tap this market?