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

To: stock talk who wrote (3715)	7/8/1999 6:17:00 PM
From: SBHX	Read Replies (2) \| Respond to of 5927

Yup. SIII sure seems to be making money recently for it's investors. If you look at the next quarter's results, I suspect YoY, the sales potentially could dip (the virge and trio market dried up --- no sense in selling chips below raw cost). Or I could be wrong. Ken P keeps talking about taking market share away from ATI all the time, yet when you actually ask the box makers, you still can't find any substantial volume of Savage4s. They were even shut out of DELL for cheating in some 3D benchmark thing. After a while, you wonder if his employment contract has a performance bonus related to taking market share from ATI. :-) If you followed this company long enough, the tendency is to always slide a bit after anything but a BLOWOUT quarter. Over the longer term, it has done quite well. I'm betting it will start to move again on more substantial design wins. [My money, and I'll do what I want to, so there :-)] Congratulations on making some money off S3 today. I hope that all my investments go up everyday, but if I worry about day to day movements all the time, I'd lead a pretty boring life. But each 5% move is to be treasured. Again, congratulations dude. It would take a pretty major shift (or a much more attractive stock) to convince me to cash out. Right now, if I sell ATY, I really don't know which other stock I'd like to increase my holdings/buy new. Based on P/E, earnings growth, it's really hard to pick another one. NVDA has some potential, but I'm worried about their ?M shares becoming unfrozen in july. Perhaps in August? Any suggestions? I'm still 50% cash/short term deposits, so I'm looking real hard. :-( [I did follow your suggestion and bought 2K shares of SIII at $7, but I sold at 8 and went back in at 6.50. But this holding is just play money.] Based on fundamentals, other than the surprising profitable investment in that FAB, it really is very hard for me to sink significant money into SIII just based on what is available today on their day to day operations. But... if I had more insider info, I might be more likely to do it. Other than that, I'd sink more money into NVDA before SIII. But I still like ATY more. Here's the 2yr chart for ATY and others : tscn.com S3 stock has done well recently in the past 6 months, even if their business has not, but...How can one not get a warm fuzzy feeling from having picked a stock like ATY many yrs ago? This is STILL my best pick by far. If I'm not mistaken after ATI CC, S3 is up 5.88% on 1.6 million volume vs ATI down 2.61 on 800,000 volume. Looks to me the market didn't agree with ATI future vs its past. As for the exact timing of SIII shipments and ramp ups, congratulations, you have insider info that most of us don't, and you stand to make a lot of money from that. But again, the box makers have not revealed ANY significant presence of savage4s anywhere in their product lines, so I'd start to wonder how reliable your source is. But I have made some play money off your postings in the SIII thread, so I'm still grateful. welcome any and all view points and I'm not offended by your comments. However, I would point out S3 was ramping up in April and May and volume shipments didn't start until June.