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Technology Stocks : ATI Technologies in 1997 (T.ATY)
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To: SurfForWealth who wrote (3174)4/19/1999 9:18:00 AM
From: NTT  Read Replies (1) of 5927
 
>>>Compaq is taking a beating. IMO this should not effect ATY too much as it is a compaq problem. <<<

I think it certainly affects ATI in the sense that Compaq is one of their biggest customers and a slowdown in their sales means less revenue to ATI as well. The positive spin on this is that DELL and eMachines are the main ones stealing CPQs business and ATI sells to them as well. That's the nice thing about providing the majority business to all top ten OEM's. If one loses market share to another, it doesnt affect ATI since it gets new business from elsewhere. With other companies like nVidia which have good contracts with only a few -- if that company does poorly, that drastically affects nVidia's bottom line.
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