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

To: Marc who wrote (3136)	4/14/1999 8:37:00 AM
From: Stocker	Respond to of 5927

Marc, I don't know. There's something about this stock. The street seems to always expect something more no matter how well ATI has done. Seems there's always a feeling of "it can only get worse from here on" surrounding this stock. Now if other stocks were held to the same exectations, fine, but they're not - so I really do think it's all B.S. Problem is that regardless of what I think, the market is the one has the leverage. I think the failures of past industry leaders like S3 have had a lot to do with this perception too. I'm sure there were a lot of big believers in those companies at the time. They got burned, so now they bet against the industry, not on it.

To: Marc who wrote (3136)	4/14/1999 9:05:00 AM
From: Don Beals	Read Replies (1) \| Respond to of 5927

Very favorable mention of ATI in Toronto Globe and Mail article globetechnology.com

To: Marc who wrote (3136)	4/15/1999 6:48:00 PM
From: SBHX	Read Replies (1) \| Respond to of 5927

A stock like ATY is a long term hold. From their recent moves (chromatics acquisition, GI DTV box), its very clear what the company is trying to do. How well has ATY done in the last 2 yrs? tscn.com When compared against NASD and the leaders of the industry, ATY hasn't done too badly. Even the darling of mutual funds : CSCO has not done as well. But look at the long term. The principals of this company are already wealthy individuals, at this stage, they could have walked away, but they chose to make a big risky investment (chromatic) --- this indicates a willingness to gamble and go after MUCH bigger markets. If the gamble fails, they gotake a financial hit and could have another try, if it succeeds, then this company could be THE biggest electronics company in canada (bigger even than NT?). There really isn't that big of a downside. Clearly not a stock for day-traders. ...ATI PE is 1/3 of it's growth rate...what does Wall street is expecting from ATI for it to deserve a PE close to it's growth rate JMHO