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

To: mark doubiago who wrote (11871)	8/31/1998 11:08:00 AM
From: Don Earl	Read Replies (1) \| Respond to of 14577

Hi Mark, Well...I probably should have been more diplomatic about it (a diplomat being a person who can tell you to go to hell, and cause you to be happy to make the trip). I've seen some good analysis over there with links to useful information, but the constant flaming and bogus posts tend to annoy me at times. The conference call said that S3 would be looking at losses until Savage was a substantial part of the product mix. They also said they didn't expect much revenue from Savage this Q. Recent government reports on durable goods and the companies press release on production, cause me to think they may have been overly conservative in the forward looking statements department. If they are able to maintain something close to last Qs sales of older products, plus add some Savage revenue, they should be real close to being profitable. At current levels SIII is trading for about what the company has in cash. I don't see any way to loose money on it other than selling or making risky margin plays. I don't think Russia is the catastrophe the media is playing it up to be (might be wrong though), but as long as Wall Street thinks it is, the difference between fantasy and reality is a mote point. I'm not an economist, but I can't see any impact on corporate profits related to Russia. Regards, Don