Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : CYRIX / NSM -- Ignore unavailable to you. Want to Upgrade?

To: John Edwards who wrote (31399)	4/5/1999 1:23:00 PM
From: Pravin Kamdar	Read Replies (2) \| Respond to of 33344

John, This is an excellent time to sell your ATI after a great run up. Currently, ATI has a lock on the low end PC market. I believe Whitney will take this market by storm. Also, S3 has a good low cost solution in the Savage 4 that will take share away from ATI. Better sell high before the market puts these pieces together. The Rage 128 looks good, but not good enough to compete against TNT2 and G400. Voodoo3 will do ok simply because it is the fastest Super 7 (3DNow! enhanced) solution (but, when nVidia and Matrox get on the 3DNow! band-wagon, TDFX is in serious trouble as they can only sell their (technically inferior) chips into their new STB arm. I see ATI and TDFX dropping off, Matrox holding its own, and S3 and nVidia heading up. 3D Labs still has a chance of surviving in the OpenGL workstation market (probably too late for the Permedia 3 in the high end consumer market; nVidia has this tied up). Pravin.

To: John Edwards who wrote (31399)	4/6/1999 9:36:00 AM
From: Steve Porter	Read Replies (2) \| Respond to of 33344

John, RE: ATI ATI is in trouble because ATI is on a LOT of motherboard from a lot of OEMs.. in fact if I'm not mistaken that's where they get their major source of income. Pravin's concern was that since more and more chipsets are starting to feature capable graphics cores in the actual chip, it is a bad sign for people going after the motherboard graphics market (ATI is the current leader). Most consumers can't tell the difference in the performance of the lower-end graphics solutions.. and in fact there is REALLY only one performance line, and that's the one between low-end and high-end.. the motherboard chipsets are starting to incorporate more what would fall into high-end now, so it's a bad sign. Regards Steve