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

To: Bosco who wrote (2823)	7/18/1998 4:56:00 PM
From: Crossy	Respond to of 37387

Bosco, Buy13/sell13 is a trend exhaustion signal. It tries to catch a bottom by finding the end of a downtrend - when the thing turns to sideways/up. It's one of my favourites, especially when coupled with normalized PSR (divide PSR by net margin) in relation to industry average or "best performer" valuation. Once it had heavy Asian exposure. But this changed and SEA related is just less than 25% of their sales. It can grow with many alliance partners (ERICY, LU, Nortel etc.) and was able to capture large chunks of SPCT business. regards CROSSY

To: Bosco who wrote (2823)	7/19/1998 4:05:00 PM
From: Crossy	Read Replies (1) \| Respond to of 37387

Dear Bosco & all, found out a nice new play that many of us on this thread should know about: S-3 (ticker: SIII). I studied their TA (Buy 13 signal imminent) and their new product and concluded: IT IS A WINNER. This will be a top-notch 2D/3D accelerator that can and will give the Vodoo2 a run for its money. Imagine better quality, higher performance at $150 for an 8MB/PCI or AGP video card. Moreover S3 will announce their quarterly July 20th (tomorrow). Consensus is a loss of 21 cents. Bear in mind that this is with their OLD product line (Virge) which is subpar IMHO. Expect even more from this company.. New product is called Savage 3D and hits the market NOW (STB, Diamond, Hercules and others). I'm in the starting lanes and probably will open a position. Want some preliminary benchmarks ? 3D Benchmark Results 800x600S3 Savage3D Wicked3D 12MB Voodoo 2 Forsaken 112.4 95.2 Turok 77.7 64.0 Incoming 87.3 88.1 Quake II Td1 60,4 63.3 Quake II S3Texture Compression Level 48.2 24.1 2D Benchmark Results 1024 x 768 x 16 bpp S3 Savage3D Matrox Millenium 2 ZD Business Graphics Winmark 98 198 210 ZD High End Graphics Winmark 98 268 265 1024 x 768 x 32 bpp S3 Savage3D Matrox Millenium 2 ZD Business Graphics Winmark 98 157 162 ZD High End Graphics Winmark 98 242 255 looks very good (hehehe). Also a signal to close any long position on TDFX. Not any potential there. Same is true for ATI of canada (ATY.TO), TRID and the like. The only company I also like in this segment is nVidia. their second source SGS-Thomson is listed on the NYSE under STM.. best regards CROSSY