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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Smacs who wrote (18212)2/19/2000 2:13:00 AM
From: chaz  Read Replies (3) of 54805
 
Smacs, on behalf of the thread I wish to thank you for doing the GG report on your favorite, ATI.

Since you're sure to get some feedback, I have a few questions. Under financial highlights, the information is confusing (to me) since you only give us snippets to look at, and have used different time periods to do that. I'd have liked to see a more indepth development here. We can see that revenue is up, but you haven't given us a number.
How big is this company? How many employees? I have only been able to pull up a 15-month chart, but you give us a 5-year revenue growth figure. Did the symbol change, move from one market to another? Why is this please?

Of greater importance to you, and thus to the rest of us, is the e-appliance that will use the SOC device you feel is the big one. Tell us, if you can, what some of these applications will be. Are you talking about refrigerators and heating systems or what? We had a discussion here about three/four weeks ago about the wireless house, and (correct me thread if I got it wrong) pretty well laughed it off as ridiculous. I have a very hard time imagining a graphics display toaster or a computing waffle iron, but then, I haven't been shopping lately, and that may not be what you mean anyway. Please expand on product applications for us. What companies have such a vested interest that makes e-appliances a given consumer mass market? Are these tech industry companies designing for the come, or appliance manufacturers with shelf and floor space in the stores?

Chaz/Thucydidies
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