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


To: OrionX who wrote (2890)3/5/1999 4:28:00 PM
From: Raymond Duray  Read Replies (1) | Respond to of 5927
 
Hi OrionX,

Thanks for your reply. My brokers tells me about yesterday's news so I don't pay a whole lot of attention to them. Whatever they're telling their big clients I have perfect assurance they're not telling me. I get better insights from the National Enquirer.

I went back and looked at your post #2591 on the ATY thread. You have got it about right. Good luck on the old in and out. I've never considered myself much of a timer, nor do I really care to develop that particular ulcer. The Buffett approach appeals to me, but with a decidedly higher tolerance for tech issues.

The way I look at ATY is that 600 engineers can inflict a lot of pain on the rest of the industry. I enjoyed your commentary on NN. I've been following them for a while but haven't put any cash into it. The chart doesn't make me smile and I don't know how to value it.

Any thoughts on Genesis MicroChip (GNSS)? I did some general reading on them in PC Week (?) this AM and thought they might be a pick going forward as we shift to flat panel displays. Pretty small, but I'll do a little DD and see what turns up.

Best, Ray