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

To: Colin Thorpe who wrote (12570)	1/21/1999 6:28:00 PM
From: Logain Ablar	Read Replies (1) \| Respond to of 14577

MINIMUM at the momment with the new licenses with INTC but without design wins and new OEM's it will be in trouble. Remember INTC is now competing but on the flip side S3 has some value that other companies will be interested in. Just don't go to sleep for 2 years. Tim

To: Colin Thorpe who wrote (12570)	1/22/1999 2:29:00 AM
From: Don Earl	Read Replies (2) \| Respond to of 14577

Hi Colin, As strange as the stock market gets at times, I'd say the down side risk isn't more than 6 11/16. S3 seems to have their expenses well under control and I expect they will easily beat estimates. The kicker is they need to start showing revenue growth if they want the market to take them seriously. The Fujitsu win for Savage probably meant chips shipped in Q4. Also, the reviews for the Savage based Hercules boards are excellent, might see an increase there. I think a lot is going to depend on what the conference call sounds like. Hopefully Potashner will refrain from punctuating every sentence with errr ummmmm. Makes him sound like a high school kid that isn't very bright. Off hand, I'd say if you see 6 1/4 Friday or Monday, that's probably a pretty good entry point. If you do decide to pick some up, it might also make sense to reserve part of what you plan to invest until after you see the numbers, or hedge your bet with some cheep puts. Good luck. Regards, Don