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Strategies & Market Trends : A.I.M Users Group Bulletin Board

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To: Jack Jagernauth who wrote (8807)	10/9/1999 5:56:00 PM
From: LemonHead	Read Replies (2) of 18928

Hi Jack, Re: ATYT From one layman to another. You may have something with this one, but I don't have time to do the intense DD that I do normally. But I will throw out a few observations that you probably are already aware of. Looks like the next earnings release will come out around 10/21. Since the price has been falling recently, the true story may unfold at that point and time. This may be the highest "Short Ratio" I have ever seen. Probably those shrewd Canadians. <grin> Shares Short as of Sep 8, 1999 8.16M. Short Ratio 36.44 Short Interest Shares Company 8,163,321 Industry 1,367,495 S&P 500 2,740,914 Short Interest Ratio Company 41.0 Industry 4.5 S&P 500 5.5 There are a lot of shares out there. Shares Outstanding 203.0M. Float 168.4M No debt & lots of cash. Current Ratio (mrq) 2.34. Long-Term Debt/Equity (mrq) 0. Total Cash (mrq) $100.0M There appears to be a lack of Investor Confidence because of some comments made by Dell on ATYT not meeting production deadlines and loosing some design wins with Dell & Compaq. siliconinvestor.com The ATI sell-off may also have been sparked by comments by Dell Chief Executive Michael Dell in Canada's Globe and Mail newspaper on Saturday that suggested ATI had trouble meeting production deadlines. ATI "had some problems in meeting our schedules...and we found other suppliers that could better meet (these) schedules," Dell is quoted as saying. "We're actually a big customer of ATI and continue to be." Lots of Big name customers as you can see from all the press releases. Check out the competitors mentioned. California-based 3Dfx Interactive Inc. (NASDAQ: TDFX) California-based NVIDIA Corp. (NASDAQ: NVDA) siliconinvestor.com There are no available Whisper numbers? What is fair value? Please note that when I do my best DD it takes me about 24 hours. I do it on word and it just won't post on SI. If you or anyone else would like copies then PM me your email address. Keep in mind that just because I perform the DD doesn't mean I buy it. Probably have done about a dozen this year and bought 4 or 5. When I am finished with one, I will email people and ask them if they what a copy or not. The last one I probably asked 15 folks and only one requested a copy. That should give you an idea of what people think of my work. :o( RE: What am I missing? The only way we can answer that is to play devil's advocate with one another on the research we dig up. IMHO Some are much better at it than others, that's what keeps us Layman in the game. FWIW Keith PS - be nice if we could get our hands on a couple of the big name broker reports.

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