ATI!!!, time to buy

[comefromchina8]

2003 will be a video year! ATI is better than nvda

 

[台峰?]

how did you find that?

I thot NVidia has the highest rate of profitibility and growth among all IC design industry. WHat is your view on the trend and potential on video card market in the coming years. What's ATI 's competitiveness? I would be glad to share your views.

 

[former-ABC]

From tech. points of view, ATI has better technology than NVDA. However, NVDA is a market dominator. Never underestimate market power - NVDA up $5 last week after Q report. Sure, lots of NVDA fans.

Did you check news today? --

Merrill Lynch on Semis : There hasn't been much that has been able to stop the semiconductor stocks this year, but a call out of Merrill Lynch today is apt to slow the momentum of at least five of them. The stocks in question include Intersil Corp. (ISIL 21.02), Maxim Integrated Products (MXIM 40.61), Semtech Corp. (SMTC 17.77), NVIDIA (NVDA 20.77), and ATI Technologies (ATYT 6.80)-- all of which were downgraded to Neutral from Buy.


Good trade...

 

[阿国]

Are NVidia's customer market highly overlapped with ATI's?

Are their target market exactly the same or diverged on low-end consumer between enterprises' customer? And why does the market favor NVidia over ATI although technically, ATI isn't neccessary behind Nvidi, or their products are aimed for different-orient users?

glad to hear your perspective