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


To: JerryP who wrote (12361)12/8/1998 9:19:00 PM
From: patrick tang  Respond to of 14577
 
My guess is going to 0.18um will not put them that much ahead because it's a moving target - others are also shrinking one generation too. To win this time and not lose like last time, they will need more than just a shrink. Hopefully, this mask set will also fix some business killing problem that the first mask set had.

patrick



To: JerryP who wrote (12361)12/9/1998 12:10:00 AM
From: Don Earl  Read Replies (2) | Respond to of 14577
 
Hi Jerry,

Point taken. I suppose I should be a little less negative about the change until it proves to be good or bad. If he even comes close to being worth what they are paying him, SIII should be a $50 stock within a year.

Regards,

Don