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

To: check737 who wrote (3017)	4/6/1999 10:42:00 PM
From: John Edwards	Respond to of 5927

Well I sold some calls today before it dropped the dollar, and before I found the Rage Pro news. Maybe tomorrow I'll buy them back for a quick profit. Would anyone like to speculate on the extra cost to the manufacturer of have a chipset seperate from the graphics chip on the m/b rather than one combined chip? Or rather the other way round and speculate on the savings for one combined chip. Take for example the e-machines that have an ATI chip on the m/b. (big volume for ATI this qtr me thinks) With respect to the replies to my post on the subject, I tend to agree with the ATI board that my preference is for a seperate graphics chips on a PC. Easier to mix and match rather than being stuck with an outdated graphics core in a chipset. John

To: check737 who wrote (3017)	4/7/1999 9:57:00 AM
From: Deliveryman	Read Replies (2) \| Respond to of 5927

Well Herb Greenberg did an article on S3 and ATY today on thestreet.com Quote: "How many times does this column have to warn that today's chip star is tomorrow's chipped investment? Obviously not enough. From the looks of ATI Technologies' (ATYT:Nasdaq) stock, investors have no fear. And for good reason: For more than a year, ATI has been the king of graphics chips used in mass-market PCs. Much of its success came at the expense of a then-hobbled S3 (SIII:Nasdaq), which learned about chip cycles the hard way. (Take a look at its earnings and a long-term stock chart if you want a new definition of the term "free fall.") " To see the whole article you go to thestreet.com You have to be a subscriber, but its cheap, and free for a month anyway.