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

To: Zeev Hed who wrote (11494)	7/15/1998 11:29:00 AM
From: Calvin Scott	Read Replies (1) \| Respond to of 14577

Zeev & Don, You may be correct in regards to a "Semi" recovery but specifically, the graphics market will remain in the doldrums until some sort of consolidation occurs. There are just too many players. Hey, I had a thought (yeah, I know). Does anyone buy the possibility that Cirrus and S3 have an agreement about patent infringements? Maybe, just maybe, Cirrus is suing ATI because of an agreement with S3. What is in it for Cirrus? Money, money, money. Why would they do such a thing for S3. Because I know for a fact that ATI and Cirrus are absolutely arch enemies and that Cirrus would do just about anything, including supporting S3, to get at ATI. Now this is just speculation on my part. I have no evidence to support such an hypothesis. But interesting none the less. Calvin Scott

To: Zeev Hed who wrote (11494)	7/19/1998 4:20:00 PM
From: Crossy	Read Replies (1) \| Respond to of 14577

Hi Zeev, glad to see You here. S3 seems to have invented a way back to its glory days (I mean the Savage3d) and maybe some other niceties in the pipeline (Sonic Vibes etc.). I can think about opening a position AFTER they announced their quarterly <g> best regards CROSSY

To: Zeev Hed who wrote (11494)	7/21/1998 5:32:00 PM
From: Jim Goodman	Read Replies (1) \| Respond to of 14577

hope you are doing well...given recent technicals, had to tell my subscribers to cut small loss in SIII., DIMD, RDRT, ISSI., SWW, etc., as I think they, and similar issues, need to establish more definitive "EVB" formations....no harm, since loss is small, but am disappointed nevertheless....(we also took quick, large gains, in PTEK, SMOD, ICST, SGI., of similar ilk) I am keeping an eye on all of them, and anticipate better entry points ahead, as these are o.k., depressed companies, as we know...so, best wishes, but my people are recently out...later,