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

To: Robert who wrote (5559)	5/26/2000 2:41:00 PM
From: NTT	Respond to of 5927

Yes, nVidia has been making significant inroads, but not all at the expense of ATI. Notice that many of the companies listed had decreased market share (including nVidia), whereas ATI stayed where it was. Mind you, the actual units sold increased for everyone, including some of those that declined! Yes, in hindsight, I would much rather have owned NVDA over ATY this past year. But that doesn't make ATY a bad company or a bad investment given the current share price. All I'm trying to point out is that given your comments at face value and no further explanation, it would be cause for dumping the stock right away. As it stands, the company's future is not as bad as you made it out to be.

To: Robert who wrote (5559)	5/26/2000 2:47:00 PM
From: Marc	Read Replies (1) \| Respond to of 5927

Robert, if you could go in the past to see the future and had only those numbers to work with which company would you buy today (in 1997)knowing their future revenues in advance: =============================================================================================== COMPANY #1 REVENUES (Millions of U.S. Dollars) QUARTERS 1997 1998 1999 2000 MAR 6,448 6,001 7,103 7,993 JUN 5,960 5,927 6,746 SEP 6,155 6,731 7,328 DEC 6,507 7,614 8,212 TOTAL 25,070 26,273 29,389 =============================================================================================== COMPANY #2 REVENUES (Thousands of U.S. Dollars) QUARTERS 1997 1998 1999 2000 NOV 104,555 167,826 327,388 413,527 FEB 96,520 181,957 297,180 380,060* MAY 86,063 182,758 302,039 AUG 97,030 204,726 304,654 TOTAL 384,168 737,267 1,231,261 ================================================================================================