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

To: Marc who wrote (2979)	3/31/1999 11:42:00 PM
From: John K_k	Read Replies (1) \| Respond to of 5927

ATI 50% - market share in computer graphics chips. Increasing market share in a exploding market. We may have a baby gorilla after all! If the 50% market share quoted in the Forbes article below is true; the entire valuation model for ATI changes significantly. They will have greater market presence than all their competitors combined. The US market tends to value market leaders with a PE premium. Read this article from forbes online: forbes.com Any guesses what quarterly earnings might be with 50% market share. 1)I don't think the sales to e-machines, have been factored into this quarter's projections. 2)Apple has been out of inventory for Imacs 3)Has ATI been shipping set top box chips this quarter? Or do we get a big bonus next quarter. 4)Hand held devices, palm pilots and personal organizers are another segment that is exploding. I can't help but notice how poor their displays tend to be. How much longer until ATI has a product to enhance these devices.