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

To: Sleeperz who wrote (3814)	7/25/1999 10:05:00 PM
From: SBHX	Read Replies (2) \| Respond to of 5927

CR, So, you have followed ATI since the early days. Of course, there was the ega wonder and vga wonder that preceeded that. I still have an old ega wonder and vga wonder that I paid lots of money for. Given the history of this company's growth and the resillience of its engineers, one should be optimistic and bullish about its prospects. I also heard that ATI hired all the key real3D engineers a while ago, so the standalone graphics strategy of intel is unlikely to have any legs anyway. (I still think the i740 was badly designed and implemented, but ASIC engineers are hard to find). The i810 or i810e is still < 1/2 of current top graphics chip performance (and <75% of S3 savage4), if the 3D minimum performance bar rises, then the i810 family will have very little market. If the bar stays fixed, standalone graphics chips days are numbered. I'm still rooting for killer app(s) showing up. W/O a killer app that needs a PIII to run, even intel's days will be numbered. Meanwhile, ATI has announced two strategic areas they are targeting : system on a chip and settop DTV decoders. I think if the rumour of the "other two settop box decoder customers" is true, many people will be very surprised, since these two giants already make DVD players and have their own mpeg2-chip. The big caveat of course, is that the HDTV-ATSC thing seems to be going soooo slowly. We can blame all that on those $5000 TV sets. Same as the Graphics Solution, Mach 32, Mach 64, Rage, Rage II, Rage Pro, Rage 128.

To: Sleeperz who wrote (3814)	7/26/1999 12:48:00 AM
From: Marc	Read Replies (1) \| Respond to of 5927

I guess it's not that easy to make good graphics chip after all, so maybe next time you see a news that XYZ will now make graphics chip or announced the next BIG set-top boxes, or SOC that doesn't mean it's the end. If you are an OEM, wouldn't you prefer using the old rage pro which you can still get updated drivers, or go with company ABC whom you don't know for how long they will support the chip. Intel does not support the i754 anymore. NO LONGER A RUMOR Intel pulls plug on 754 graphics chip By Mark Hachman, Electronic Buyers' News Jul 23, 1999 (3:41 PM) URL: ebnews.com Intel Corp. confirmed online reports that it has cancelled its Intel 754 graphics chip, a chip that analysts had termed a "place holder" in its product line. "Yes, Intel has canceled plans for the Intel 754 graphics accelerator," a spokesman for the Santa Clara, Calif.-based company said. "Our goal is to provide quality solutions for the mainstream PC segments and the recently announced Intel 752 addresses those users needs. Intel will use the freed-up resources to align graphics solutions with early 2000 PC platform requirements." The Intel 752, which was announced in late April, will serve as Intel's sole discrete graphics chip until at least the end of the year. The spokesman said Intel is working with customers to minimize the cancellation's impact. News of the Intel 754's demise was first reported by The Register, an online publication based in the U.K. Sources said the Intel 754 added a 4X AGP interface to the Intel 752 core, an interface that has also been delayed with the Camino chipset. Analysts were said to be unimpressed with the chip's performance. "I will say that at briefings Intel executives did seem almost apologetic about the part and I got the feeling the part was being introduced as a place holder for Intel's position in graphics," said Kathleen Maher, editor-in-chief of The Peddie Report, produced by analyst firm Jon Peddie Associates, Tiburon, Calif. JPA's Maher said Intel has tried to design a controller architecture, known as the Intel 75x core, that can evolve over time without having to be redesigned every year. The core is scaleable, built around Intel's proprietary graphics instruction set.