Marc,
I have read Tom's latest link you posted, what's your point? I don't
see any link to a future ATY product that will support textures
via AGP and beat Voodoo2 SLI. If you have a better link,
please post it: would like to read it.
As far as seeing what I want:
quote.yahoo.com
trailing earnings of $.81(C) = $.54 vs $1.21 for 3Dfx. P/E of 18.77 vs. 7.5? All the graphics companies are fighting declining margins
from stiff competition. What makes ATY buck that trend?
On shorting ATY. Thanks, I already got three brokers and Goldman
won't do me any more good. It's not a share availability issue to
me. It is just that I am a conservative investor, and one of my steadfast rules is never short a company not traded in a US market.
Shorting is hard enough without the currency exchange factor.
Currently I am of the opinion that an ATY short would make me
money, but the money lost in the exchange over time would negate
the value and increase the risk so much as to not make it worth it.
Basically, I'm not bullish on the US dollar at this point. I've got to cover buying with U.S. dollars. There's some interesting messages on the "Art of Investing Forum" with others who agree. Frankly, I have been watching ATY for a potential short, and listening to Greenspan to hint on lowering U.S. interest rates. Add to that the
extra commision of a full service broker who will lend me the shares:
too much timing involved, too complicated. No thanks. If ATY
does make it to ADRs (been watching for that also), and there
product pipeline looks then like now, I will short.
Any idea whether or not they will be listed in the U.S. and
when?
Waldeen |
