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Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?

To: Johnny Canuck who wrote (38997)	3/14/2003 5:46:41 PM
From: j g cordes	Read Replies (2) \| Respond to of 71310

ATI Technologies is a graphics silicon company whose products compete directly with NVDA's. They do have EBITDA earnings, book I think is around 2.7 and they've recently been releasing new products in their life long horse race with Nvdia in both desktop and portables space. I used to buy their products, good stuff, I'm sure the competition is stiff for landing the big supplier contracts to DELL and HP etc.. I've been watching them also. I'd say they're considered second tier competiton to NVDA but perhaps only in market share.. they probably get about the same up/down percentage swings in their stock prices based more on PC world demand.. graph the two together on Yahoo's compare feature.. they should track about the same. If PC's get a major surge they'll move, as will hdrive, screen, modem and other suppliers.. but I don't think there's a secret announcement in the works if that's what you're looking for. But I see what you mean, obv is ahead of the stock.. maybe share buybacks or something..