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

To: AreWeThereYet who wrote (598)	4/9/1998 5:56:00 PM
From: Dave Inne	Respond to of 5927

Hey, ATI, in this cut-throat competitive world of hi-tech, never never stand still, but always keep on trucking. Never make the mistake of Apple, but always be aggressive and ruthless--like Microsoft!

To: AreWeThereYet who wrote (598)	4/12/1998 10:59:00 AM
From: Tony Lye	Read Replies (1) \| Respond to of 5927

'Will it able to maintains the gross margin given the threat from Mpact, ' What do you mean by the threat from Mpact. Can you fill me in on Mpact's involvement in graphics.... TL.

To: AreWeThereYet who wrote (598)	4/12/1998 7:54:00 PM
From: Richard Lam	Read Replies (2) \| Respond to of 5927

Two things to note: ATY has about $100 mlln in cash as of 2Q/98, outspends everyone in terms of R&D, on an absolute leve, is more profitable than most of its competitors and achieving greater sales except for Matrox. In addition, average 98 consensus estimate is around $2.90-$3.00 a share. Given its superior profitabilty, market position, and top level growth, its definitely NOT overvalued. If ATY was listed on Nasdaq, it would definitely get a MUCH MUCH richer vlauation than simply 25x forward estimates. Furthermore, if the margin erosion management keeps hinting at doesn't arise in the latter half of the year, analysts will be revising estimates upward again. If some US momentum investors jump on board (we already have Derek Webb and Brendan Kyne on on board), the stock price may accelerate,but that's a potential kicker.