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

To: David K. who wrote (11922)	9/4/1998 11:00:00 AM
From: Michael	Read Replies (1) \| Respond to of 14577

Sad, but true. As of the last financials there was $2.88 in CASH per share. It is trading at 3 1/16. That means that people basically think that other than the cash, the company is worthless.

To: David K. who wrote (11922)	9/4/1998 12:57:00 PM
From: Don Earl	Read Replies (3) \| Respond to of 14577

Hi David, <Anyone have any thoughts on this copper technology. If it can be done with processors couldn't it be used with graphics chips??> I think so. IBM also had a press release about a month ago on a new insulating process that improves conductivity, reduces heat and improves performance. From a recent technical discussion on the thread, I have to assume my laymans status causes me believe everything is easy to do. Like changing a carburetor or using a different kind of speaker wire. Then again, if it can be done, someone will do it and someone else will come along and figure out a way to do it 10 times cheeper. They always do. To my knowledge, IBMs fabs are in the US and are probably more expensive to operate. S3 is pretty well locked into agreements with their fab partners in Asia. I doubt they would hire IBM to make chips for them. In the realm of wild speculation, I do think there would be some huge advantages to IBM buying S3; tons of graphic patents, processor patents that pre date Intels, extra fab capacity, good product mix from high to low end, $9-$10 per share in hard assets, etc. Graphic chips are about the only part of a computer that IBM doesn't make themselves. If the market eventually shifts to a single chip solution, having a processor business without graphics capabilities would be just as bad as having graphics without a processor. There may be major flaws in my reasoning but I've kicked it around quite a bit and can't think of anything that would make it a bad deal for either company. I'll be damned if I'm going to sell any of my stock at these levels, and since it's all paid for and not subject to margin calls, there isn't a damn thing these pig loving market makers can do to shake loose any of my shares without raising the price. F*** 'em!!! Regards, Don