Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: SBHX who wrote (5674)	9/30/2000 3:25:59 PM
From: OrionX	Respond to of 5927

SBH, While a agree with some of your points I do disagree with some of them. Intel in the graphics arena is like a fish out of the water. To date, they've never demonstrated any real prowess in this market. If Intel is really serious about graphics, they'd be better off buying one of the graphics companies and one which has products in more than one market segment like the PC. Am I saying Intel should buy ATI? Well if Intel is to buy such a company, ATI has the best portfolio of products around. The game console is a big market in itself. Buying ATI will provide Intel a real opportunity to capture a big chunk of that market. Finally, an integrated CPU+graphics just doesn't make sense for practical and technological reasons except maybe for simple graphics. Computers of the future will still have many specialized components like CPU, graphics, I/O, memory, storage, etc... The all-in-one scenario is way too far into the future if ever. The one prediction I will make is that the STB will eventually be integrated into the TV in the not too distant future. Remember cable boxes 10 and 20 years ago? Their all gone. The TV manufacturers have the upper hand in this as they will decide when to produce such integrated products. ATI's deals with Sony may just be the start of this future. I didn't invest in ATI only for its PC/MAC graphics business but for where I believe the real growth will be. ATI's hope of being a five billion dollar company will not come from the traditional computing markets but from the other markets they have been investing in. Nortel was just a public switch company yet their real growth has been in the optical business. Man, just look at Corning who was only selling cookware a few years ago and today. The future doesn't materialize overnight, so plan for it today.