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Technology Stocks : ATI Technologies in 1997 (T.ATY) -- Ignore unavailable to you. Want to Upgrade?

To: stock talk who wrote (3633)	7/1/1999 8:40:00 PM
From: james paterson	Respond to of 5927

Depending on a bunch of things, S3 MAY even make a profit this year. And I'll bet the xenophobic, brain dead analysts will award it a PE higher than the most profitable graphics chip maker. Can't complain as I've been adding as late as yesterday. Now when to pull the trigger? Before the earnings or on the same day....Hmmmm. James

To: stock talk who wrote (3633)	7/1/1999 9:33:00 PM
From: Marc	Read Replies (2) \| Respond to of 5927

Stocktalk, why don't you point me to ONE, just one win, that was stole from ATI, most of them were computer already using the old Virge part, so give it a rest. i'm not telling you it will not happen, but while S3 announce 3 refresh, ATI got about 20 of those, and some were new Notebook, which are new money, high ASP, and high margin. About the Billion in revenues, no big deal, but since it's S3, why talk about earning , it's not important, sales will be enough. When you acquire one of the worst manage company in the multimedia sector (DIMD), with sales of 600 millions, and constantly loosing money, 40 Million last year, it's won't be hard to reach 1 billion in sales, so what, why don't they show the market good growth and profit for 5 years , and then i will get excited, till then, it will just be hype, as always. Regards, Marc.

To: stock talk who wrote (3633)	7/8/1999 9:05:00 AM
From: SBHX	Read Replies (2) \| Respond to of 5927

S3's stock is doing very well recently, due to their expected lower burn rate. At < 5c a share burn-rate, they can now afford to lose money for a lot longer. :-) [sorry, my evil streak popping up again]. You also forgot to include the full phrase : potential to approach 1B. That's two powerful words in one short phrase, but look at it again. Carefully this time. On the other hand, ATI's yr to yr sales already exceeds us1B. That fall in revenue, associated with losing market share is just not happening. If all of ATI and NVDA and S3'srevenue is up, perhaps matrox or TDFX or NMGC is losing market share? S3 could be the CMGI of fab houses. Recently, they've made tons more (on paper) money investing in fabs than they have making and selling chips. Chips to SIII is like DIVX to CC. CC's stock jumped when they stopped doing DIVX, perhaps if SIII were to be come a purely investment firm, their stock will jump too. [Just kidding]. Despite of talk about market share gain, based on units sold (just ask your buddies in box companies): if we talk purely 3D chips only, and ignore the virge3D & trio3D, I suspect nvidia will be #2 by yr end -- the vanta+tnt2+nv10 should outsell all the savages combined. That's my guess. FWIW : If there are upcoming dangers for this ATI, there are probably bigger dangers than S3 : the graphics chip/board market in its current form is about to become less profitable, but I think this company is the most likely to be ready for the transition. I think I would wait on laughing just yet. That Billion in revenue is coming out of someone hide, I think its ATI and NMGC. Just maybe the laugh is on you. Happy investing to all. May all your calls be in the money. :-)