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

To: Jan A. Van Hummel who wrote (12627)	1/25/1999 11:02:00 PM
From: Rob	Respond to of 14577

Good post, Jan. I agree, FWIW. Stocktalk, I also agree with your CC synopsis. Every growth manager worth his bonus knows that the time to buy a beat up tech stock is when management finally "swallows the demon" and becomes stronger for taking action and moving forward. IMHO, a manager can now look at this thing and tell peers that the last year and a half of crap is fully priced into this baby at these levels. Given that the market is a forcasting mechanism, SIII should go significantly higher from here. That's the fundamental short story: Potashner has cleared SIII's decks of grime, reignited the staff with thoughts of turnaround grandeur, and reconnected SIII with OEM's and INTEL. So far, so good. Buy. Good luck. JMHO. Rob