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Technology Stocks : CYRIX / NSM
NSM 18.270.0%Jul 31 5:00 PM EST

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To: John Edwards who wrote (31399)4/6/1999 9:36:00 AM
From: Steve Porter  Read Replies (2) of 33344
 
John,

RE: ATI

ATI is in trouble because ATI is on a LOT of motherboard from a lot of OEMs.. in fact if I'm not mistaken that's where they get their major source of income. Pravin's concern was that since more and more chipsets are starting to feature capable graphics cores in the actual chip, it is a bad sign for people going after the motherboard graphics market (ATI is the current leader).

Most consumers can't tell the difference in the performance of the lower-end graphics solutions.. and in fact there is REALLY only one performance line, and that's the one between low-end and high-end.. the motherboard chipsets are starting to incorporate more what would fall into high-end now, so it's a bad sign.

Regards

Steve
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