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Strategies & Market Trends : Bosco & Crossy's stock picks,talk area -- Ignore unavailable to you. Want to Upgrade?

To: ACAN who wrote (2902)	11/24/1998 1:15:00 AM
From: Crossy	Respond to of 37387

Allan, Good morning to you, too. Thanks for the reminder of ATI-TO being cross-listed on the NAZ under symbol ATYTF. I personally see this stock as a mixed bag. Didn't do a TA yet but I'm quite familiar with the FA.. FA facts on the graph.accelerator market Leaders: ATYTF .. most important company with respect to OEM accounts. However they are VERY LATE regarding time-to-market with a chip being on-par to the Vodoo-2. The good relationship to OEMs may help them but I would count on them losing market share. I wouldn't invest into them at the bullish side right now. TDFX .. number one champ in performance game 3D oriented solutions. Broadened market share into 2D world as well with the Vodoo-Banshee design. New 2D/3D chip being announced for 1999/July - Vodoo 3. In the meantime their market share is expected to stagnate. However I don'T see this as gloomy as aTYTF for the moment. After the April quarter they are a buy FA-wise IMHO. Followers: TDDDF .. Will release their Permedia-3 based chip January. Balanced approach: nice on games but doesn'T forget workstation NT market - I like this perrsonally ("convergence"). Recently acquired Oxygen (highend graf station board manufacturer). Could retest $4 area but looks very attractive from there. SIII ... This company is back. Good patent portfolio, followers to Savage 3D in the labs. Top-notch management (Mr. Pots.. <g>) and a product focus. Expect them to do really well. They are poised to get the thing right. Could retest $3 level but a compelling buy from there.. TRID ... Will have an ultra cheap solution in January, approx. on par with the Matrox G200. Interesting, value oriented. Expect many SEA OeMs to use their solution. Compelling buy after current awful quarter is out. best regards CROSSY.