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Technology Stocks : Number Nine Visual Technology
NINE 0.586-2.3%Feb 2 12:47 PM EST
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To: Petr Mamonov who wrote ()5/14/1996 12:58:00 PM
From: Andrew Chow   of 1183
 
NINE's technology is not cost competitive and the stock is over-
valued. Although the Imagine 128 is the fastest PC video card avail-
able, most users aren't going to pay $500 for a video card, especially
if they can get away with paying $300 for a Matrox that is 95% as
fast. The situation worsens in the latter half of this year when the
Imagine 128 V2 has to go head-to-head with the ET6000 which is
also 128-bit, but has the advantage of being able to use MDRAM.
Benchmarks indicate that the ET6000 is 4 times faster than the Matrox
in 3D calcs which should also easily best the Imagine V2. Moreover
the ET6000 based board are slated to retail for $250, a price that
NINE can't come close to matching with their proprietary chip.

And then there's the problem with the stock's price. Compare it to
STBI for instance. Both have some customer concentration issues.
Both have similar market caps. But STBI's price/revenue ratio is 25%
lower!. STBI's P/E ratio is infinitely lower, since NINE is posting losses
while STBI is profitable! Even if you think NINE can recover to
profitability (which I doubt), STBI trades at a 33% discount to NINE
on a forward P/E (to 4 qtr earnings estimates) basis.

NINE Conclusion: Underperform.
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