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

To: John K_k who wrote (541)	3/17/1998 3:29:00 PM
From: AreWeThereYet	Respond to of 5927

>> I understand that Dell is a major customer of ATI yet when I see their adds in The Globe and Mail they appear to feature 2 & 3D chips from competitors. Any comments? << Did you say "is" or "isn't". Dell is happy customer of STB so far. There are lots of competitors out there but ATI still able to grip a good size of share because it has the perfect mix of product at the right price. First class driver and s/w (don't you like the excellent ATI Media Player), above average performance, cheap TV-Tuner, PC2TV, first class mpeg playback and h/w assist DVD playback. The only problem is how long can ATI maintains this competitive advantage? Will it follow the old track of Mach64? Probably not because the good mgt now ATI has but due to the intense competition in the industry ATI may not able to enjoy the same profit as it did in last 1 1/2 years. Intel is watching, SIII is struggling but still has the potential. 3DFx, Nvidia are also working hard. Good Luck aC

To: John K_k who wrote (541)	3/17/1998 3:41:00 PM
From: Ski	Read Replies (1) \| Respond to of 5927

John, Sorry, I can't talk about future earnings. The best I can do is point to analyst estimates that appear in this thread above. Clearly there has been historic cyclicality to ATI's business. We'll see if it holds. Regarding Dell, yes they are a customer. The specific Dell models are: OptiPlex GXa Managed PC OptiPlex NX Net PC The Optiplex line is Dell's high volume corporate PC line, which typically is advertised less and sold direct, as compared to the Dimension line, which sells to SOHO user base. More or less. ATI ships with all the PII Optiplex machines. We are very proud of these design wins. See: dell.com Ski

To: John K_k who wrote (541)	3/18/1998 1:02:00 AM
From: Nevyn	Read Replies (1) \| Respond to of 5927

>Last quarter ATI had earnings which smashed all available estimates. >Actual earnings $0.73 fully diluted when estimates where >approximately $0.25. Estimates were in the 50 cent range for first quarter. >Looking at year over year quarterly trends and and factors such as >increasing market share throughout the fall how do you see this >quarters earnings coming in? IIRC, one of the officers (CFO?) said that Q2 would be similar to Q1. I can't find the reference though.