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Technology Stocks : ATI Technologies in 1997 (T.ATY)
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To: tom ablett who wrote (510)3/10/1998 4:36:00 PM
From: Barron Von Hymen  Read Replies (1) of 5927
 
Re: Dell is making up more than shortfall.

That seems like too big bet to make. I originally bought ATI shares when CPQ announced ATI as a major supplier. I'm certain that the market knows that Dell's growth will benefit ATI, but is that already built into the stock price. I'm just worried the CPQ debacle isn't priced into ATI yet.

I didn't think ATI was a big supplier to DELL. All I see in DELL ads were S3 or Matrox graphics cards advertised in their bundles. I think I'd be prudent to take some profits around here. The chart looks kind of unstable around here.
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