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


To: Don Earl who wrote (12472)12/22/1998 4:49:00 PM
From: Hamid MArandi  Respond to of 14577
 
Good thinking Don,
Do you have any idea of Next generation of Intc processors?
Intel is starting to really push Xeon:

techweb.com
Could S3 get into action as soon as Xeon is out?

SSS see_s3_seventy by 2000 and $10.71 by end of this year.
Happy holiday



To: Don Earl who wrote (12472)12/22/1998 6:01:00 PM
From: JerryP  Read Replies (2) | Respond to of 14577
 
Hey Don,
I am certainly glad that you have not taken "it" personally, my little gloom-and-doom comment. I guess I should start post scripting some of my comments with the ol' dreaded :-) symbol. I too have a different sense of humor....besides sick and sometimes perverted, it's usually self-deprecating. I find most of your remarks informative, in relation to the amount of time I have to read them, :-) :-) :-) and since George and Frank aren't around as much anymore (the sinking rats left our deserted ship) there's not many to pick on. But you certainly have always been a good sport, and before I make myself sick, I want you to know that I appreciate your posts. If you, or anyone, ever wonder if I'm taking issue with someone, rather than
their views....look for clues such as anal-referenced adjectives or thinly-glossed references to questionable ancestry.

Gawd!! I did it. I made myself sick....where's the delete button??

JP

O&U Come on.....eight!!



To: Don Earl who wrote (12472)12/22/1998 6:08:00 PM
From: Hamid MArandi  Respond to of 14577
 
Don, Siii had its 52 week high yesterday and as most of us knows it already will do it again and again till Goerge comes back with the rest of the gang.
Best Wishes,
have been and will be LOOOOOOOOOOOONG



To: Don Earl who wrote (12472)12/22/1998 8:00:00 PM
From: mark doubiago  Respond to of 14577
 
Greetings Don, Jerry, Hamid, and welcome back Frank, was starting to think that you got lost at sea during a vacation. I really wish George was still around, though he still pops in from time to time. I , along with George, sold out of S3 a couple of times out of disgust with the old management. I came back in when they dropped into the three range. I just couldn't stay away, knowing they had a great product in the Savage, albeit releashed too early with poor drivers. Savage is one of the best chips out there at this moment performance wise, and can't be touched from a price/performance standpoint. I would not be surprised to see OEM wins with the current Savage with its latest and reportedly stable and high quality drivers. The current Savage should make it into the lowend economy lines while the Savage 2 will hold down the mid and high performance lines for OEMs. With the price, quality, and mature drivers, Savage/2 will be hard to beat.

Boy, do the nuts come out of the woodwork or what when S3 jumps on news. I have been reading the Yahoo S3 thread and it is full of promises that the stock will be so and so outrageous price in a month or will be back to 5 in no time. Many people seem shocked by todays retrenchment. Lets face it, stocks go up and stocks go down. They can't go up forever and have to take a breather from time to time. Today's action was a normal response after the last several days of substantial gains. And if thats not enough, most semi stocks were down today which also dragged S3 down. So not to worry, it will go back up again.

I am kinda surprised how vehement the shorts are over S3's future. Are they for real? How can a 10 year deal with Intel not have a big positive influence on the bottom line? Are they just deluding themselves or do they really think that they can influence a stock by making some vague threats that the run up is over and it will drop back below where it started? Do they think that we are all stupid and will believe their predictions that they don't backup with any facts? I hope they all short the hell out of S3, but please stop wasting bandwidth with your stupid attempts to influence a handful of investors.

I have to believe that today is one of the few dips before we head for the teens. I have read that analysts and funds are accumulating and that can only mean that they will upgrade when they have a lot of stock saved up to move. When that happens we will see another couple of points move up.

There are just so many positives now with this company:
1. New kickass get things done CEO
2. Software bugs ironed out of drivers for great chip (Savage)
3. Savage 2 with more functionality, more memory, and at a lower
cost than the original Savage, wowing initial viewers
4. First to market with S3TC compression and .18 micron chips
5. The many faceted Intel deal
6. Previous experience with integrated chipsets (the before its
time Plato chipset)
7. Larger than expected writeoff last quarter to clean house
(a condition per the new CEO to start with a fresh slate??)
8. Nvidia losing its grip on a lot of OEM business via STB boards
who are now going to go with Voodoo and Banshee which are not
competitive with Savage on price or performance)
9. ATI missing or almost missing a design cycle, and maybe OEMs
realizing that ATI may be consistent and professional, but
that they don't put out the best graphics solutions
10. and so on and so on, wish I had more time to rant and rave
and list some more great things about the new S3