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

To: Carnac who wrote (3311)	5/3/1999 3:38:00 PM
From: NTT	Read Replies (3) \| Respond to of 5927

ATI's not claiming to do all HDTV resolutions. They clearly list which ones they can handle. Which other companies list a single HDTV resolution? How much does a $1 cost to silicon mean in real world cost of development? $5 million? $10 million? $20 million? Look at how much money they spend on engineers salaries and R&D and divide that by the cost of production of something like a Rage128. You might then be able to get a rough idea of how much it would cost in real world dollars to add this feature. >>>It's such a simple stage, designed by dozens of people around the world so many times, puny compared to the bloated 3D engine. <<< Right and these same simple MPEG-2 decoders are selling for over half the cost of a Rage128. They have 10% of the number of gates and they sell for over 50% the cost. Do they just have absurd profit margins? >>>or other more progressive controllers like NVidia, <<< That's the funniest line that I've heard. This is the same company that has CRAP overlay quality with CRAP motion comp performance that can't even meet WHQL on a fast machine? Never mind IDCT or anything else to offload the CPU. And you claim that they are progressive? Seriously.. they are no more inspired than the rest. For TNT2 they speed up the setup engine, speed up the clock, optimize the pipe slightly and put on a big giant mother heatsink and fan. That's progressive? Same crap that 3Dfx pulled with Voodoo3. >>>I think why ATI has been winning up to now has been due to short product cycles and less yield problems than their competition. It is really the former which is responsible for better performance, not any cleverness of their design.<<< However they are doing it is irrelevant IMO. The top ten OEM's are still lining up at ATI's door and they're expanding their markets aggressively into the mobile, workstation and settop box arena. Good for them that they have enough concurrent teams to get out products faster than the competition. Good for them that they are inspired enough to come out with motion comp and IDCT first. Just watch -- when ATI is adding in a motion estimation engine to their core, the others will be catching up and adding IDCT. They're all one step behind ATI. And it's not limited to video either. Look at 32bit rendering performance by having their pixel cache. Uninspired is the competition -- Not ATI.