Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Don Earl who wrote (11889)	9/1/1998 4:00:00 PM
From: Michael	Read Replies (1) \| Respond to of 14577

I agree that is probably why they bought the CRUS patents. However, if the other patents are of use, they need to be used sooner rather than later. As everyone knows, chip technology changes at a fast pace and it is unlikely these patents will be worth squat in a few couple of years. There are constantly new improvements in both the chips and the manufacturing processes. I agree that the long-term prospects are good to double, even triple your investment (or more likely recoup the 70-80% you've already lost on this stock). Here are my pros and cons for the stock: Pros: -Savage getting good reviews -Cash, lots of it -Remaining Fab investment- good investment that can be sold quickly, gives S3 premium fab place for their chips while they have it -Patents (see cons) -Good laptop market share Cons: -No OEM design wins. The chip has been around long enough for this to happen. -No big board design wins. -No insiders buying. At below book value if you had the least bit of confidence in YOUR comapny wouldn't you buy? Do they know something we don't? -Possibly worthless patents? -Irresponsive management. Gary Johnson should have been long gone in my opinion.