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

To: Stocker who wrote (3067)	4/8/1999 11:03:00 PM
From: Marc	Read Replies (2) \| Respond to of 5927

Here are my note from the CC: - 16 consecutive year to year increase in revenues & earning - Sales are down due to seasonnality ( This word is probably wrong but WP spell checker doesn't seem to find it nor any that i could use instead) ;-)) but was expected because it reflect guidance from the Q1. - Rage 128 contributed well to this Q -Reiterate top line growth of 55%-60%. Even better that last Q guidance - GM was down a little as anticipated , but will continue to stay in the mid 30% - Q3 will be similar to Q2 - Q4 will be higher than Q3 - R&D up because of future development ( STB - SOC, etc) - Because of the Camino delay (AGP 4X) –>> No major refresh by OEM (including S3, nVidia or anybody else) until next year by the top 10 OEM . - Rage 128 board –>> sales very strong, higher ASP (20% of last Q revenues- 1M units) - Set-top wonder II very well receive - Significant gain in the notebook market (10% of revenues) - STB revenues ( 300000 - 500000 units in calendar 1999) (2.5M - 3.0M units in calendar 2000) - 40% of revenues in the sub 1000$ - S3 savage 4 not a great product compare to the Rage 128, they are getting some low end Taiwanese refresh. Ati also had some of mid-low wins on the 128 but doesn't announce all of them. (Anyway when the announce a couple of Compaq and Gateway the stock goes down so why would they announce mid one –>> JMO) - Chromatic is ahead of development - S3 PR (as I've been saying ) is only PR - The best laugh ( for me) was the answer on a question on nVidia Vanta feature that an analyst was reading to the ATY guys and trying to make them say the Vanta was comparable to the Rage Pro and the answer was one of the best I've seen, the follow up was.." no other question". Not even close in term of feature ( i mean real one ) - Portola –>> Bug fix i740 Intel doesn't seem very interested in the graphic market) - Withney –>> Rumors are it's been delayed. I'm still very positive about the Stock, and think we will have numerous upgrade in the coming days –>>lots of good questions and good answers. regards, Marc PS. Anybody that can find me a faster growing company on a 3 years bases and an announced 55-60% future growth gets a Cyber Beer ;-))