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

To: Don Earl who wrote (12451)	12/21/1998 6:18:00 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 14577

Don, I looked at ADVH myself and decided that the juicy price to book maybe justified. The company is going to be a completely new company and they may have additional write offs of the old business (thus reducing book value quite a lot). They are entering a new business that no one knows how well it will be (and compete with few other prior entrants). I think it is a risk that I am not ready to take right now. They say themselves that they will not be profitable in 1999. They may actually be cash short if that is the case and their new venture requires extensive funding. Just my 2 pennies. As for SIII, I doubt that it will go up much more at once (mostly, because I think the market will peak for a little while), but after retrenching to about $7 or so, I think it is an excellent candidate for the next upswing in this market. Zeev