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Technology Stocks : Semi Equipment Analysis

SOXX 306.04

0.0%

Dec 26 4:00 PM EST

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To: robert b furman who wrote (27080)	11/22/2005 12:41:15 PM
From: etchmeister	Read Replies (1) of 95639

Interesting that ATYT is down.Discrete graphics chips have huge margins.In 99 Intel had zero market share. I don't know much about graphic processors - just from perspective of foundries. Intel graphic solution used to be a dog but they made progress - however when you look at Dell's "build to my specification" you will notice that upgrades are either ATYT or NVDA while Intel is the standard. At least that's what I remember. I don't know what kind of technology Intel is using for graphic chips but ATYT and NVDA leading processors all use copper.

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