Newsgroup: it.economia.borsa.estero
Titolo: news ATYT

ATI Tech Down 6.5%: Fear Of Intel Competition Cited
By STUART WEINBERG
     Of DOW JONES NEWSWIRES
TORONTO -- Shares of graphics chip maker ATI Technologies Inc. (ATYT ) are
down 6.5% Thursday, posssibly due to a press report that said computer
manufacturers plan to use Intel Corp.'s (INTC) desktop integrated chipsets
in low-end notebook computers, an analyst said.
Digitimes.com, a Taiwan-based newspaper that covers the IT industry, said in
an article Thursday that computer manufacturers already use Intel's desktop
Pentium 4 processors in low-end notebooks.
Now, companies like Dell Computer Corp. (DELL), Hewlett-Packard Co. (HWP)
and Toshiba Corp. (J.TOS) plan to use Intel's integrated chipsets in low-end
notebooks, which will help cut costs even further, the article said.
ATI dominates the notebook market with about a 50% market share. Investors
are reacting negatively to the report because they fear Intel could cut
ATI's notebook market share, the analyst said, adding that he doesn't
believe ATI is at risk.
That's because ATI has a new set of products targeting the rapidly growing
integrated-chip market. The use of integrated chips, which combine graphics
and memory functionality, is on the rise in desktop and notebook computers
because the graphics quality of integrated chips is improving and because
they are cheaper than discrete graphics chips.
"ATI has an excellent (integrated) product line and a very broad product
line," the analyst said, adding that he believes the company has a chance to
garner a 10% share of what is expected to be a $2.5-billion-a-year market
for integrated chips. Any incursion by Intel in the low-end notebook market
would be negligible, the analyst said.
Jon Hykawy, analyst at Standard Securities, said investors who are selling
ATI stock are overlooking the fact that ATI's integrated desktop chips are
compatible with Intel's pentium 4 processors. That means computer
manufacturers could choose to use ATI's integrated desktop products in
Pentium 4-equipped notebooks instead of Intel's integrated desktop products,
he said.
In addition, ATI is expected to release an integrated chip for Pentium
4-equipped notebooks as early as next month, Hykawy said. Intel isn't
expected to release a competing product until early next year, he said.
On Nasdaq Thursday, ATI is down 63 cents to $9.12 on about 2 million shares.
   Company Web Site: 
http://www.ati.com
   -Stuart Weinberg, Dow Jones Newswires; 
416-306-2026
;
 
stuart....@dowjones.com
Updated May 2, 2002 1:47 p.m. EDT
Non sembra grave
ciao Michele

 ha scritto nel messaggio
news:aasdie$d8r2d$1...@ID-48842.news.dfncis.de...


 ha scritto nel messaggio
news:aasdie$d8r2d$1...@ID-48842.news.dfncis.de...


 e intanto oggi sono partiti gli stop...
io purtroppo non ho stoppato(ero fuori)
a questo punto me le tengo
sperem


 ha scritto nel messaggio
news:aasefd$dga3r$1...@ID-48842.news.dfncis.de...


 PS: non ti consolerà molto immagino....
gia, comunque ieri sera in chiusura ho visto molti acquisti da 1.000-5.000
pezzi,tanto piu giu non dovrebbe andare.Drovrebbero dare i dati stasera,
almeno cosi ho letto da qualche parte


 almeno cosi ho letto da qualche parte
un rilascio c'e' stato il 20 marzo, non so cosa comunichino oggi

 ha scritto nel messaggio
news:aatqs1$di5q0$1...@ID-48842.news.dfncis.de...


 ha scritto nel messaggio
news:xyuA8.52542$W9.11...@twister2.libero.it...
