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

To: Stocker who wrote (2983)	4/1/1999 1:05:00 PM
From: Marc	Read Replies (2) \| Respond to of 5927

What about the big "Phantom Menace" -->>INTEL, i guess THEY are immune about all those graphics chip that Intel will launch, or maybe they know that Nvidia shareholders won't buy it as oppose to ATI shareholders who buy it everytime (no offence). PS: You should have read the positive analysis about Neomagic by IIonline a couple months ago , the stock was at 20$ it's now at 10$. You can read it here: iionline.com Marc

To: Stocker who wrote (2983)	4/1/1999 5:39:00 PM
From: NTT	Respond to of 5927

My comments on that article: > that NVIDIA has shown the ability to introduce cutting-edge products more quickly. > The RIVA product line includes the RIVA TNT processor, the RIVA 128ZX and the RIVA 128 > processor, all introduced since 1997. Building on the strength of these > products, NVIDIA has become the preferred design at seven of the top 10 PC makers, including That's garbage. ATI has had more chip designs since 1997 as well as products catering to different lines and requirements such as ImpactTV, ImpactTV2, RageIIc, RagePro, RageLT, RageLTPro, RageMobility (varous), Rage128 and RageTheatre. ATY also has penetration into all 10 top PC makers, not just seven. The volume business from all of these OEM's go to ATI, not to nVidia. If it were the other way around, ATI would be at 6% market share and nVidia would be at 40% (or whatever the numbers are right now). ATI is also actively pursuing new markets such as SetTop boxes, mobile products, workstations, and high end video, whereas nVidia is concentrating solely on 3D in the consumer PC market. > In addition, the company is the preferred design at six of the top eight add-in board manufacturers, > including Diamond and Creative Technologies. Finally, NVIDIA is Only because ATI does not allow outside board manufacturing and does it all in-house. Luckily for nVidia, there is very little competition from the others. 3Dfx had a decent chip at one time, but even that is gone now. Don't get me wrong -- I like the TNT. It's a great chip. The TNT2 is even better. But this article is way biased and is looking at information in a very skewed fashion. > preferred by INTEL, which ships NVIDIA's RIVA chips as part of an integrated motherboard Intel also sells ATY chip on one of their products. If you remember back many months, this NR was one of the catalysts that pushed ATY upwards when the Intel threat was looming over everyones minds. > the ability to handle graphics at twice the speed of the earlier TNT version, which was launched just > eight months ago. We're not talking about a totally new chip here. We're talking about optimizing the pipeline, adding a few small tweaks and bumping up the clock rate like crazy. Have you seen the pictures of the TNT2 board with the HUMONGOUS heat sink and fan mounted on top of the heat sink? We're not talking about technical breakthroughs here. We're talking about taking the brute force approach. I wonder what the Rage128 could be clocked at if it had the same type of apparatus on top? And you thought the pentium's had ridiculous amounts of cooling... > NVIDIA's original TNT product shipped two quarters before ATI Technologies' comparable product Yes, that's very true. It's also true that the TNT was extremely unstable and not a finished product when it shipped. Have we forgotten not being able to run any game stably for more than a couple of minutes with the initial TNT's? Have we forgotten Gateway returning 90,000 TNT boards back to the manufacturer? Has nVidia EVEN NOW addressed the issue of DVD not working with the Dell machines if it ships with a TNT on board? It's sad to see so many people releasing incomplete products on the market simply so that they can say they had it out first. > Still, for a high-flying niche tech company, the stock does not seem to be outrageously priced. Its > shares are trading around $19.25, not much above where it closed after its > first day of trading and and less than 25 times this fiscal year's earnings estimate of $0.78 per share. Given these multiples and given ATI's huge market leadership, you would expect ATY to be trading at $40CDN right now. It's not nVidia that is outrageously overpriced -- it's ATY which is outrageously undervalued.