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

To: Ski who wrote (1222)	9/26/1998 8:50:00 PM
From: Kelvin D. Nakamichi	Respond to of 5927

Ski; Great data Man! Your numbers speak volumes and your point well taken. I'm not sure ATI would be in the RED if it were on the NASDAQ but I believe you're right in that ATI has done better in Toronto. Of course, PC Graphics companies are out of fashion right now. The other side of the coin is that, when they become in vogue again, the upside may be more powerful on the NASDAQ. I prefer the smooth, stable ascent myself for my long-term holdings. My only wish is that ATI have the visibility that some of their lesser competitors have. Perhaps only because ATI is doing things right and they have a good story to tell. In bad times, of course, high visibility can be a curse for longs. Things like those ZD-Net article make me mad though. They have an industry comparison showdown of products yet don't include any offerings from the #1 industry player. That's akin to having a Microprocessor benchmark ratings showdown between AMD, Cyrix, and Alpha not include any Intel products. (although that scenario is not as laughable as it would be a year ago). I talk to a lot of PC savvy people in the US and many of them have never heard of ATI. When I say they make the graphics processors for PCs they say "Yeah, that kind of rings a bell". It's currently NOT a glamorous product. Perhaps with some slick marketing, it could be. I don't think we'll be seeing "ATI Inside" stickers on PCs just yet though. There are so many growth opportunities for tech companies right now that investors are not committing funds to the PC graphics segment. I guess we'll just have be content to grow quietly up here and hope that investors will find ATI if considering a play on the PC Graphics market. Again, compliments on the research Ski. It's nice to see well researched facts and data as opposed to someone just posting "NASDAQ sucks! MM's are crooks!." Kelvin

To: Ski who wrote (1222)	9/27/1998 12:52:00 AM
From: Marc	Respond to of 5927

Could't have said it better ski. You know what i think of the nasdaq market and those MM.

To: Ski who wrote (1222)	9/28/1998 9:59:00 AM
From: Ski	Read Replies (1) \| Respond to of 5927

A fix in the comparative financials chart. I messed up the % premium calc for CREAF. It should be a positive premium. Ski --------------------------- Here's an expanded table of comparative financial data for the public PC graphics companies. I went and dug up the equity information to show what kind of premium on equity the market is paying for graphics companies. I think this is further evidence that the Toronto market is treating ATI just fine, thank-you-very-much. Company 9/25/98 closing stock price % change last 52 weeks P/E (Last 4 Qs) P/Sales (Last 4 Qs) Market Cap ($US) Latest Qtr Shareholder Equity (All Assets-All Liabilities) "Market Premium $M" (Mkt Cap- Shareholder Equity) % Premium on Shareholder Equity Comp. Stock % Chg P/E P/S Mkt. Equity MKT % MKT Price 1 Yr. Cap.(Ass-Li) Prem. Prem. TDDDF: $4.75 -86.9% 4.7 1.1 $76M $30M $46M 153% TDFX: $12.375 -28.8% 11.7 1.5 $207M $117M $90M 77% TRID: $3.125 -81.8% NM 0.4 $41M $104M $63M 61% SIII: $3.00 -77.3% NM 0.4 $153M $265M (-$112M)(-44%) NMGC: $11.125 -44.0% 11.4 1.6 $284M $81M $203M 251% DIMD: $4.8125 -59.0% 41.6 0.3 $168M $185M (-$17M) (-9%) STBI: $6.875 -73.3% 6.9 0.3 $88M $109M (-$21M)(-19%) CREAF: $9.5625 -65.5% 4.7 0.7 $912M $622M $290M 47% NINE: $2.5625 -39.7% NM 0.6 $24M $3M $21M 700% ATY: US$10.15 +112% 22.2 3.0 $1,989M $225M $1,764M 784% (C$15.35) Sources: SI, NASDAQ, Companies, Security APL quote server, WSRN.com. (Note that Matrox and nVidia are both private so their data is not included. Intel's data is buried in their CPU figures, so I don't have accurate data on Intel graphics.) Again, this is my own opinion, not the company's. Ski