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

To: Sleeperz who wrote (2667)	2/4/1999 6:08:00 PM
From: NTT	Read Replies (1) \| Respond to of 5927

Let me get this straight. They're going for the cost effective market, and not for the performance market? There's 3 possible places where they can fit in: 1) High performance -- It doesn't sound like the S4 fits in this category. 2) Very cheap with good performance -- It doesn't fit in this category either. It's much too expensive. ATI dominates this market. 3) Mid price with decent performance -- Hmm. It'll be hard to compete against TNT2, ATI's new chip, Permedia3, and others when they will be offering their chips at the same price with much better performance. Much as S3 is offering a low end version for $25, so will ATI and nVidia and 3Dfx and the others. Not only will they cost the same as the S4, they'll outperform it. So tell me again where the Savage4 fits in?

To: Sleeperz who wrote (2667)	2/4/1999 9:56:00 PM
From: SBHX	Read Replies (1) \| Respond to of 5927

Rebirth of SIII? Interesting thing about SIII and ATY. It wasn't just that ATY and SIII changed places in terms of market share. SIII's fall was spectacular : going from >40% to around 11% (Desktop Graphics). It would be an interesting rise from the ashes. Still, SIII's stock did really look cheap for a long time, and if it wasn't for their track record of past accounting irregularities and questionable insider selling during those quarters of misrepresented financial results, I would be more inclined to buy (would have made some money if I did), but until I see real sales figures, I'm going to take whatever SIII management says with a grain of salt. Anything could happen, for all we know, one day, one could drive by their buildings and it could be empty. :-)