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

To: Sleeperz who wrote (3081)	4/9/1999 8:43:00 PM
From: Marc	Respond to of 5927

Hey CR, good to have you back. Are you serious CPQ announce lower earning today. Well ATI TECHNOLOGIES CEO M. KY HO said YESTERDAY THAT ATI EARNING WILL BE GOOD, so because Compaq has to deal with competition by Dell, IBM, Gateway etc, inventory problem, margin or ANYTHING else isn't ATI problem, because if people buy more eMachine, or any other box, ATI will get there sales ANYWAY.JMO After all CPQ 3 years earning growth rate is 0, while ATI growth rate of earning is 100% so maybe all compaq sellers should buy ATI stock. From the press release from CPQ "While market conditions will continue to be competitive, we fully intend to expand our business and grow market share profitably in 1999," said Eckhard Pfeiffer, President and Chief Executive Officer. "We will roll out our enterprise strategy next week as 4,500 customers join us in Houston for Compaq's Innovate 99. The Company will continue its aggressive drive of reduction of cost and operating expenses in the face of a very competitive market." MARC

To: Sleeperz who wrote (3081)	4/10/1999 1:00:00 AM
From: MD Bryant	Read Replies (1) \| Respond to of 5927

CRL ATI's Q was from Dec-Feb....Compaq is reporting from Jan to Mar.. So, most of Compaq's slumping PC sales would already be factored into ATI's most recently quarterly revenues just reported. Add to that Compaq just added more ATI cards to it's lineup this quarter on several platforms, and you likely have a complete offset.. (aside from the fact the slowdown in rev's didn't indicate exactly where...servers, home PC's, etc) And as Marc suggested - a loss by one company is gained elsewhere, as ATY has a toehold with all the leaders. Micron is struggling, and they don't put ATI cards in their machines, so they are not really a factor are they? (BTW, I like Micron - I own one...)

To: Sleeperz who wrote (3081)	4/11/1999 3:09:00 PM
From: SBHX	Respond to of 5927

More interesting data. Good to hear from you CR. For a while, I thought you made so much, you retired and left all this behind. Micron will combine Rendition's V4400 graphics core; a 32-bit, 66 MHz PCI interface; a USB host controller; a ATA-66 storage interface, an AC'98 digital audio controller, plus a IEEE 1394 interface. Most importantly, the chip will embed at least 4 megabytes of DRAM, the first core logic chip to do so. ebnonline.com When I read the link carefully, it seems a few things are obvious. 1. This is a very early preannouncement. 2. The part about 2GB/s DDR when 4MB is not enough (it usually is not enough for 3D) indicates that these guys are probably in very early stages of their design. I doubt if a single line of verilog is even written yet.. As such this suggests it is more likely to be vapourware. If I'm wrong, then they must have brilliant asic engineers, but rendition's recent track record does not suggest such a depth of talent pool to deliver on time. Maybe they improved recently, or plan to release this product in the timeframe where the technical and cost problems of their solution would have been resolved. 3. One thing that limits the ability to integrate as much functionality as one would like is the pesky problems of pins & pads on a chip. The pins problem is one of cost of packaging. The pads problem is a serious one in that large number of pads really means that you become pad-limited in what the minimum size of your Si. And of course, size of Si tends to lower your yield from each wafer. This problem is NOT solved by going to a smaller process (say .18u). One place where this relationship is not true is the integrated CPU+NB+Graphics. If the Host(CPU) bus is not exposed, then one gets back many pins... But I digress... 4. How would one know what ATYT's progress on the integrated solution really is? Recently, this company seems to be quietly doing business and selling chips and churning solid results instead ot hyping their products (or spreading takeover rumours (or get on MSNBC) to talk up stock prices). Given all the early warnings of Whitney/SiS/via, I would be very surprised if they took this lightly and wasn't quitely doing something the last 12 months. IMHO, this company is still a long term hold and accumulate on weakness. But, I was guilty of buying a tiny amount at C$21 and selling on C$26 (Didn't really want to, but I can't allow myself to be 50% exposed to one company for long, no matter how much I liked it). Did anyone here pay attention to T.VO recently? Just my opinion. Hope everyone makes money next week.