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Rw1392
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Rw1392
jcvandamme Inviato il: 21/5/2004, 19:02

New entry
Gruppo: Utente
Messaggi: 4
Iscritto il: 21/5/2004





Raga inauguro la mia registrazione su questo forum riaprendo un post su un mio vecchio pallino come azione...

Rw se ne ricordera' :-)

Ati tech secondo me e' pronta... nelle prossime settimane straccera' qualsiasi resistenza e finalmente sorpassera' i 17/18 dollari e andra' oltre i 20 :-9

LO SENTO !!!

eheheh

ciao a tutti !
Rw1392
maxx66 Inviato il: 21/5/2004, 19:11


Traderxsempre
Gruppo: Utente
Messaggi: 164
Iscritto il: 19/5/2004





benvenuto jc smile.gif



jcvandamme Inviato il: 22/5/2004, 04:29

New entry
Gruppo: Utente
Messaggi: 4
Iscritto il: 21/5/2004





grazie maxx

we ho scoperto che la mia azione preferita oggi e' stata comprata dal Luxor suL FOL

BENE :-)


...
DragonFly
CITAZIONE(Rw1392 @ Sunday, 20 Jun 2004, 17:28)
jcvandamme Inviato il: 21/5/2004, 19:02 

New entry
Gruppo: Utente
Messaggi: 4
Iscritto il: 21/5/2004





Raga inauguro la mia registrazione su questo forum riaprendo un post su un mio vecchio pallino come azione...

Rw se ne ricordera' :-)

Ati tech secondo me e' pronta... nelle prossime settimane straccera' qualsiasi resistenza e finalmente sorpassera' i 17/18 dollari e andra' oltre i 20 :-9

LO SENTO !!!

eheheh

ciao a tutti !


s-al-uu-t




ATI Technologies Inc. The Group's principal activities are to design and manufacture 3D graphics and digital media silicon solutions. The Group delivers edge performance solutions for the full range of PC and Mac desktop and notebook platforms, workstation, set-top box, game console and handheld markets. The Group has operations in Americas, Europe and Asia. The customers of the Group include, original equipment manufacturers, system builders, distributors and retailers primarily in North America, Europe and Asia-Pacific. During 2003, the Group acquired certain assets form AMI Technologies Inc. 

Industry  Computer Graphics
Sector  Compu. Software/Servi.

Ati Technologies Inc (NASDAQ NM - ATYT)
1 Commerce Valley Drive East
Markham, Ontario L3T 7X6
Fax: 905-882-2620
http://www.ati.com

Investor Relation

Historical Time & Sales

Competitors

Earnings
Rw1392
NVDA weekly
DragonFly
CITAZIONE



NVIDIA Corporation. The Group's principal activities are to design, develop and market graphics processors and related software for personal computers and digital entertainment platforms. The Group provides 3D graphics processors and graphics processing units, or GPUs. The graphic processors of the Group are used in applications like games, digital image editing, business productivity, Internet and industrial design. The major products of the Group are GeForce, nForce, GeForce Go, Quadro and TNT2. The Group operates in the United States, Asia Pacific and Europe. On 21-Aug-2003, the Group acquired MediaQ Inc.

Industry  Information Technologies & Communication
Sector  IT & Technology

Nvidia Corp (NASDAQ NM - NVDA)
2701 San Tomas Expressway
Santa Clara, CA 95050
Phone: 408-486-2000
Fax: 408-615-2800
http://www.nvidia.com/

Investor Relation

Historical Time & Sales

Competitors

Earnings


ph34r.gif

...al close

Last Trade: 9.43
Change: -5.13
Percentage Change: -35.23%
Bid: 0.01
Ask: 21.64
Today's Opening: 10.10
Previous Close: 14.56
Today's Range: 9.30 to 10.20
Yesterday's Range: 14.30 to 15.20
Trading Volume: 42,434,075
30 Day Average Volume: 4,525,000
Volume %Chg: +837.77%
52-Week Range: 13.84 to 27.35
Price/Earnings: 36.33
Exchange: NASDAQ
DragonFly
ATI Ships One Millionth PCI Express Graphics Card

MARKHAM, ONTARIO, Aug 13, 2004 (CCNMatthews via COMTEX) -- ATI and its board
partners continue to be the consumers' only source for PCI Express visual
processors

ATI Technologies Inc. (NASDAQ: ATYT; TSX: ATY) today shipped its one millionth
native PCI Express visual processing unit (VPU), speeding the industry
transition to PCI Express. ATI and its board partners continue to be the
consumers' only source for PCI Express visual processors.

ATI launched its full family of PCI Express graphics solutions on June 1 at
COMPUTEX, including the RADEON™ X300, RADEON™ X600 and RADEON™ X800 for
consumer and commercial customers and the FireGL™ V3100, FireGL™ V3200,
FireGL™ V5100 and FireGL™ V7100 for professional customers. These graphics
cards are currently shipping to OEM and system integrator customers worldwide.

"Since the outset of the PCI Express initiative, our aim was to deliver a
top-to-bottom family of PCI Express graphics cards to our OEM customers,
hastening the PCI Express transition," said Rick Bergman, Senior Vice President
Marketing and General Manager, Desktop, ATI Technologies. "PCI-E is a major
innovation in the computer architecture and there is a rapid transition in the
market to this bus standard. Our huge success in winning the OEM PCI Express
business attests to the fact that our PCI Express products are robust,
high-performing and are a cut above the rest."

ATI has co-validated its PCI Express solutions with every major chipset vendor,
motherboard manufacturer and original equipment manufacturer (OEM) in the
industry to ensure mutual compatibility and interoperability. ATI continues to
work with its technology partners to hasten the transition to PCI Express. For
more information on ATI's PCI Express products please visit www.ATI.com.

-----------------------------------------------
Al momento...

Exchange QuoteLast Change (%)
14.48 0.80 (5.85)

Day Volume Avg Day
1,907,045 2,633,500
DragonFly


ATI Customers among the First in the World to Play Counter-Strike`TM': Source`TM' ATI and Valve® invite RADEON® Customers with Half-Life® 2 Coupons to Join the Counter-Strike: Source beta

MARKHAM, Ontario, Aug 20, 2004 (BUSINESS WIRE) -- ATI Technologies
Inc.(TSX:ATY)(NASDAQ: ATYT)today announced that customers who received a
Half-Life 2 coupon with their purchase of a RADEON® 9600 or RADEON® 9800
product will receive an added bonus - entry into Valve's Counter-Strike: Source
beta program.

The original Counter-Strike is the world's most popular online action game,
generating over four billion player minutes per month. Counter-Strike: Source,
the next installment of the game, blends CS's intense team play with the
advanced features of the Valve Source™ technology, the same technology
powering Half-Life 2.

The coupon holders will experience the benefits of advanced DirectX® 9
graphics rendered on a RADEON®-powered graphics card. Coupon holders can visit
www.steampowered.com to activate their Steam account and enable them to join the
Counter-Strike: Source beta.

Valve, Half-Life, Counter-Strike and Valve Source are trademarks and/or
registered trademarks of Valve Corporation. DirectX is a registered trademark of
Microsoft Corporation.

----------------------------------------------------

al momento Vol. 190,000 fu.m-a..
simonetta
More earnings after the bell

By Christopher Noble, CBS MarketWatch.com
Last Update: 3:39 PM ET Nov. 4, 2004

SAN FRANCISCO (CBS.MW) - Another round of corporate results was on tap for the evening trading session Thursday, with reports from graphics chip maker Nvidia Corp., online health company WebMD Corp. and biotech firm Icos Corp. among the pack.

(...)

Nvidia (NVDA) is expected to report a third-quarter profit of 9 cents per share on sales of $509 million, according to analysts polled by Thomson First Call. The company has said it expects revenue between $510 million and $515 million.

(...)
Rw1392
Mercati Usa

--------------------------------------------------------------------------------

High-tech - Sotto la lente: Nvidia e ATI Technologies
01.11.2004

Tra le trimestrali più attese questa settimana al Nasdaq c'è quella di Nvidia (US67066G1040). Il titolo dell'impresa leader nella produzione di chip grafici ha registrato negli scorsi mesi una deludente performance. Nvidia ha sofferto ultimamente la forte pressione della sua principale concorrente, la canadese ATI Technologies (CA0019411036). Secondo i dati della ....


http://www.borsainside.com/mercati_usa/usa...nvidia_ati.shtm


Ciao Simo. Mi ero dimenticato di farla notare. Grazie wink.gif
Rw1392
Data: Thu, 04 Nov 2004 22:25:35 +0100
Oggetto: atyt


la concorrente, ieri e oggi.
Rw1392
11/04/2004 - Updated 4:30 PM ET

NVIDIA Reports Operating Results for Third Quarter Fiscal Year 2005

SANTA CLARA, Calif., Nov 4, 2004 /PRNewswire-FirstCall via COMTEX/ -- NVIDIA Corporation [NVDA] today reported financial results for the third quarter of fiscal 2005 ended October 24, 2004.



For the third quarter of fiscal 2005, revenue was $515.6 million, compared to $486.1 million for the third quarter of fiscal 2004. Net income for the third quarter of fiscal 2005 was $25.9 million, or $0.15 per diluted share, compared to net income of $6.4 million, or $0.04 per diluted share, for the third quarter of fiscal 2004, an increase of over 300 percent.

Revenue for the nine months ended October 24, 2004 was $1.44 billion, compared to revenue of $1.35 billion for the nine months ended October 26, 2003. Net income for the nine months ended October 24, 2004 was $52.3 million, or $0.30 per diluted share, compared to net income of $50.3 million, or $0.29 per diluted share, for the nine months ended October 26, 2003.

"We delivered our best quarter in nearly two years," stated Jen-Hsun Huang, president and CEO of NVIDIA. "We are at the early stages of our GeForce 6 ramp. Our improving financial performance reflects the success of the GeForce 6 architecture and our strategy to re-capture the technology leadership position. We are ramping the GeForce 6 family aggressively and intend to quickly drive our award-winning architecture into every segment and market we serve."

Third Quarter Fiscal 2005 Highlights

-- NVIDIA launched and delivered volume production of three new desktop GeForce™ 6 graphics processing units (GPUs) designed for the mainstream and value segments including the 6600 GT, 6600 and 6200. Unit shipments of all GeForce 6 GPUs increased by more than 500 percent over the previous quarter.

-- NVIDIA grew share from 26 percent to 64 percent in the Performance DX9 desktop GPU segment, and regained the number one spot, according to Mercury Research's Third Quarter PC Graphics Report 2004.

-- NVIDIA announced and shipped the new NVIDIA nForce4™ family of PCI Express media and communications processors (MCPs). The NVIDIA nForce4 enables a new class of performance PCs with the introduction of the revolutionary SLI™ scalable graphics technology, ActiveArmor™ secure networking engine, native support for next generation SATA 3Gb/s hard drive technology and nTune™ system utility.

-- NVIDIA's GoForce™ wireless media processor (WMP) is standard in Motorola's new 3G cell phones and has started volume production the third quarter. The WMP product line is now the Company's fastest growing business.

-- NVIDIA announced the GoForce 3D 4500, the world's first 3D WMP to deliver high-performance 3D and multimedia functionality, revolutionary power management and 3.1 megapixel camera support in a single processor. Gizmondo Europe Ltd., a subsidiary of Tiger Telematics Inc., announced that the GoForce 3D 4500 will be incorporated into Gizmondo's upcoming game pad.

-- NVIDIA achieved record revenue in the workstation business group. Led by the NVIDIA Quadro™ FX 4400 SLI, the professional graphics industry's fastest solution, the Company's workstation business has grown approximately 100 percent year-over-year.

NVIDIA will conduct a conference call with analysts and investors to discuss its third quarter fiscal 2005 financial results and current financial prospects today at 2:00 P.M. Pacific Time (5:00 P.M. Eastern Time).
Rw1392
Data: Fri, 05 Nov 2004 03:27:53 +0100
Oggetto: nvda
orlux
Shares in chip designer Nvidia Corp. (NVDA.O: Quote, Profile, Research) rose 9 percent a day after reporting its profit quadrupled in the fiscal third quarter as revenue rose on gains in market share against competitors.

al mom $ 17.70

complimenti a chi ha comperato
dav
Aggiornamento

(chart by staff)
dav
Aggiornamento al close

(chart by staff)
simonetta
Nvidia shares jump on deal with Intel

By Chris Kraeuter, CBS.MarketWatch.com
Last Update: 1:35 PM ET Nov. 19, 2004
  

SAN FRANCISCO (CBS.MW) - Nvidia shares rose Friday after the graphics chipmaker signed a much-anticipated license agreement with Intel, the world's largest chipmaker. Nvidia can now make graphics chipsets compatible with Intel-based systems, which represent roughly four of every five computers built.

The Nvidia-Intel deal was announced as part of a multiyear cross-license deal spanning multiple product lines and multiple generations.

Nvidia (NVDA) shares added 1.6 percent to $19.17 after trading as high as $20.53 early on before a broad-market decline pulled shares lower. Intel (INTC) shares slid 1.5 percent to $24.42.

As part of the agreement, Nvidia will license Intel's front-side bus license technology, something that had been speculated about for a number of years. The front-side bus acts as a link between the central processing unit and the memory controller.

"I guess the arrangements were finally mutually agreeable," said analyst David Wu of Wedbush Morgan Securities. He compared this deal to a couple who have been dating for a long time finally agreeing to marry. "Now the mood is right, but in this case, probably, the terms were right."

Financial terms were not disclosed, but the deal could be potentially very lucrative to Nvidia as it opens up access to a multibillion-dollar market that was previously off limits to the Santa Clara, Calif.-based company. Intel, too, is based in Santa Clara.

Wu estimated Nvidia could get another $50 million to $100 million in additional sales in its fiscal 2006 from the deal. "How much that translates to earnings, I don't know," he said. "It depends on how good they are."

About 70 percent of Nvidia's sales are from graphics processors known as discretes, or chips that can be used independently of a computer's main microprocessor. Graphics capabilities can also be integrated as part of a chipset, which is a chip or group of chips that facilitate communication within a computer or electronic device. Integrated chipsets are less expensive and less profitable than discretes.

Integrated graphics chipsets are built to work with specific microprocessor architectures, such as chips from AMD (AMD) or Intel. Nvidia's integrated chipsets were previously built only for AMD's microprocessors.

Intel, in addition to making its own chipsets, currently licenses the technology to make Intel-compatible chipsets to Via, Silicon Integrated Systems and ATI (ATYT).

Intel dominates the market for its own chipsets, but Wu said any lost share to Nvidia in its chipset market could be made up by increased sales of its microprocessors. "Heads they win, tails they don't lose."

Jon Peddie, president of Jon Peddie Research, a specialist in the graphics chip industry, said the total chipset market last year accounted for about $5 billion in sales and integrated graphics chipsets amounted to half of that total. Intel, he said, held 67 percent of the entire integrated chipset market in 2003, while Nvidia held just a small portion of that -- 2 percent.
Rw1392
CITAZIONE(Rw1392 @ Thursday, 4 Nov 2004, 21:58)
Mercati Usa

--------------------------------------------------------------------------------

High-tech - Sotto la lente: Nvidia e ATI Technologies
01.11.2004

Tra le trimestrali più attese questa settimana al Nasdaq c'è quella di Nvidia (US67066G1040). Il titolo dell'impresa leader nella produzione di chip grafici ha registrato negli scorsi mesi una deludente performance. Nvidia ha sofferto ultimamente la forte pressione della sua principale concorrente, la canadese ATI Technologies (CA0019411036). Secondo i dati della ....


http://www.borsainside.com/mercati_usa/usa...nvidia_ati.shtm


Ciao Simo. Mi ero dimenticato di farla notare. Grazie wink.gif


Oggi si equivalgono nel prezzo... con NVDA che "strappa" un max intraday superiore a ATYT. $ 21 contro i 20.66 della piccola canadese.


Entrambe sopra $ 20 ...
DragonFly
Nvidia Corp. Is Moving Higher On Sony Deal [NVDA]

12/7/2004 7:56:51 AM We alerted readers at 3:15 that Nvidia Corp. (NVDA) and
Sony Computer Entertainment Inc. have been
collaborating on bringing advanced graphics technology and computer
entertainment technology to SCEI's next-generation computer entertainment
system. The companies are jointly developing a custom graphics processing unit
incorporating NVIDIA's next-generation GeForce and SCEI's system solutions for
next-generation computer entertainment systems featuring the Cell processor.
Nvidia is trading higher by 0.63 on light volume Tuesday morning on Instinet.

Nvidia Corp. moved in a narrow range in the first 90 minutes of
Monday's session, but climbed to the upside for the remainder of the day, to close
higher by 0.99 at $21.72. The stock finished at a 6-month high.


-----------------------------------------------------------------------

Last $ 22.72...co + $ 1.00 (vol. 156,000 circa)
Rw1392
Data: Tue, 07 Dec 2004 16:40:52 +0100
Oggetto: nvda tornata a 25


Nessun dubbio sulle mie qualita' personali, Max rolleyes.gif
ma una giusta dose di umilta' in questa difficile professione
la vivo piu' come una virtu' che come un limite...

Su Nvda per ora siamo arrivati a target ... wink.gif
DragonFly
Nvidia Corp. Is Moving Higher Following Upgrade [NVDA]

12/10/2004 8:00:38 AM Thomas Weisel Partners upgraded shares of Nvidia Corp. (NVDA) Friday morning from a "Peer Perform" to an "Outperform."

The stock is now up 0.63 on 2K shares on Instinet.

Nvidia Corp. gapped open lower Thursday morning, but climbed to the upside in the early afternoon, to finish down by 0.21 at $22.87. The stock pulled back slightly from some resistance.

Last in pre ...$ 23.34
Rw1392
CITAZIONE(Rw1392 @ Tuesday, 7 Dec 2004, 16:47)
Data: Tue, 07 Dec 2004 16:40:52 +0100
Oggetto: nvda tornata a 25


Nessun dubbio sulle mie qualita' personali, Max rolleyes.gif
ma una giusta dose di umilta' in questa difficile professione
la vivo piu' come una virtu' che come un limite...

Su Nvda per ora siamo arrivati a target ... wink.gif


http://www.borsainside.com/mercati_usa/usa...dia_thomas.shtm

Semiconduttori: Thomas Weisel ottimista su Nvidia
Il lancio della nuova serie di prodotti della famiglia GeForce dovrebbe comportare una stabilizzazione delle quote di mercato di Nvidia.
DragonFly
CITAZIONE(Rw1392 @ Friday, 10 Dec 2004, 17:33)
Semiconduttori: Thomas Weisel ottimista su Nvidia 
Il lancio della nuova serie di prodotti della famiglia GeForce ...

Ciao rolleyes.gif




NVIDIA Introduces New GeForce 6200 With TurboCache
Wednesday December 15, 9:01 am ET
NVIDIA TurboCache Technology Redefines PC Graphics Performance at Value Price Points


SANTA CLARA, Calif., Dec. 15 /PRNewswire-FirstCall/ -- NVIDIA
Corporation
(Nasdaq: NVDA - News), a
worldwide leader in graphics and digital media processors, today introduced the
NVIDIA® GeForce™ 6200 graphics processing unit (GPU) with TurboCache™
technology.
(Logo: http://www.newscom.com/cgi-bin/prnh/20020613/NVDALOGO )
NVIDIA TurboCache is a new, patented hardware and software technology, which
allows a GPU to render directly to system memory, instead of using local memory
on the graphics card. NVIDIA TurboCache technology lowers on-board memory
requirements, enabling system builders to deliver PCs with more feature-rich
GPUs and offer their customers better graphics performance and advanced
capabilities previously unattainable at value prices.

"Customers in the value segment previously have had to settle for technology that
was one generation behind the cutting edge, high-end GPUs," said Ujesh Desai,
general manager of desktop graphics for NVIDIA. "For the first time ever, NVIDIA
TurboCache will deliver the award-winning feature set found on current
generation high-end GPUs to the value segment of the PC market."

NVIDIA has re-architected the 3D graphics pipeline for the GeForce 6200 GPU with
TurboCache to allow direct rendering from the GPU to system memory by
leveraging the bi-directional PCI Express bandwidth. The TurboCache Manager
dynamically allocates memory for maximum system performance while intelligent
software algorithms maximize application performance.

The GeForce 6200 GPUs with TurboCache offer best-in-class performance in the
value segment(1) by taking the GeForce 6 Series graphics architecture, which has
been described as the most advanced in the world, top-to-bottom in the NVIDIA
product line-up. GeForce 6200 GPUs with TurboCache are the only graphics
processors in the value segment that:

-- Support Microsoft® DirectX® 9.0 Shader Model 3.0, which is being
used to develop ultra-realistic, next-generation DirectX 9.0 games
-- Feature NVIDIA PureVideo™ technology, a combination of hardware and
software that brings consumer electronics-quality video to the PC
-- Are backed by the NVIDIA ForceWare™ software suite and NVIDIA
Unified Driver Architecture (UDA), ensuring industry-renowned
compatibility and reliability for a great user experience


GeForce 6200 GPUs with TurboCache are shipping now and graphics cards are
anticipated to be available from leading add-in card manufacturers and in systems
from leading PC OEMs in January 2005. For additional details and a list of
partners, please visit http://www.nvidia.com.
DragonFly
...e ancora



NVIDIA President and CEO to Participate in Fireside Chat With Morgan Stanley
to Discuss Recent Strategic Developments

Wednesday December 15, 9:01 am ET


SANTA CLARA, Calif., Dec. 15 /PRNewswire-FirstCall/ -- NVIDIA Corporation (Nasdaq: NVDA - News) today
announced that Jen-Hsun Huang, president and CEO, will participate in a fireside
chat conference call hosted by Morgan Stanley to discuss NVIDIA's recent
strategic developments. The conference call will be held on December 16, 2004 at
7:30 a.m. PST.
(Logo: http://www.newscom.com/cgi-bin/prnh/20020613/NVDALOGO )
The conference call will be web cast live (listen-only mode) through the following
URL: http://phx.corporate-ir.net/phoenix.zhtml?...6&p=irol-IRHome. You
must have a compatible media player installed on your computer in order to listen
to the webcast. You may download a media player for free at the site listed
above. The web cast will be recorded and available for replay until January 15,
2005.
DragonFly
BEFORE THE BELL

rolleyes.gif



NVIDIA Climbs Before The Open Bell On Morgan Stanley`s Price Target Increase [NVDA]

12/16/2004 8:57:24 AM NVIDIA Corp.
(NVDA) is moving up in pre-market trading
Thursday after its price target was changed from $25 to $36 by Morgan Stanley.
NVIDIA is up $0.68 or 2.9% and last traded at $24.02.

NVIDIA started Wednesday’s session to the upside and survived a mid-morning
sell off to close above the flat line. The stock rose from early August through the
first part of this month, but has been in a range lately.
Rw1392
Oggi i risultati

ATI Technologies ATYT +0.26 Time Not Supplied

Nel frattempo Merrill Lynch alza da sell a neutral il suo giudizio

ATYT Merrill Lynch From Sell To Neutral

.
luigiws
sleep.gif
Rw1392
CITAZIONE(Rw1392 @ Thursday, 4 Nov 2004, 22:27)
Data: Thu, 04 Nov 2004 22:25:35 +0100
Oggetto: atyt


la concorrente, ieri e oggi.

UPDATE 4-ATI sales squeezed by supply; outlook higher

(Adds closing stock prices, increase to stock target. In U.S. dollars unless noted)

By Susan Taylor

OTTAWA (Reuters) - Graphics chip designer ATI Technologies Inc. posted lower than expected first-quarter revenue Tuesday, but raised its second-quarter sales forecast, saying a supply squeeze had eased.

Shares in the company fell after the results were issued and closed at C$23.40, down C$1.42, on the Toronto Stock Exchange, and at $19.04, down $1.17, on Nasdaq.

"The potential was there to do better, but it was still a very strong quarter and we don't want to lose sight of that because it does define a momentum position that we have as we go into Q2 and Q3," chief executive Dave Orton told Reuters.

"Stocks should be driven on forward-looking earnings potential as a company ... and that's driven by your momentum."

ATI said first-quarter earnings rose 34 percent on demand for personal computer and digital consumer product chips.

Net income rose to $63.7 million, or 25 cents a share, in the quarter ended Nov. 30, from $47.4 million, or 19 cents a share, a year ago.

Excluding compensation costs for stock options, it posted earnings of 28 cents a share. That beat the average forecast of 26 cents, said UBS Warburg analyst Michael Urlocker in a note to clients titled "Good Quarter and Good Outlook".
Revenue rose 31 percent to a record $613.9 million, shy of analysts' expectations for sales of $630 million, according to Reuters Estimates.

Several factors affected sales, said Orton. Current demand was unforeseen when ATI production plans took place 16 weeks ago, the lead time typically required in the sector, he said.

Restricted capacity for a new production process and inaccurate forecasts for an industry transition to PCI-Express, a new high-speed computer connection standard, also played roles, Orton said.

"We could have done better were we not supply constrained on a number of AGP (accelerated graphics port) as well as selected PCI-Express products," chief financial officer Terry Nickerson said in a conference call. "We estimate that, with unconstrained supply, our revenue could have been up to 10 percent higher."

The closely watched gross margin figure, the percentage of sales left after subtracting manufacturing costs, was 34.2 percent. That was up from 33.8 percent in the fourth quarter on increased sales in its higher-margin consumer business.

"It's good news this quarter, but not as good as expected, but much better guidance than people had anticipated," said Fraser Mackenzie analyst Jonathan Hykawy. "In the first half of the year, they'll pretty much be bang on analysts' consensus."

Markham, Ontario-based ATI said it expects second-quarter revenue to be up to $20 million higher, or $20 million lower, than in the first quarter, or $594 million to $634 million. Gross margin is expected to match that of the first quarter.

On average, analysts expected sales of $590 million in the seasonally weak second-quarter.

"We expect revenue in Q2 to be about the same as Q1, which is stronger than our previous guidance," Nickerson said. "PC graphics will lead the way, offsetting seasonal weakness in our consumer products."

Desjardins Securities hiked its stock target to $33 from $27, citing a stronger outlook tempered by higher expenses. ATI sees costs growing more than 10 percent from the first quarter on higher prototyping costs and a stronger Canadian dollar.

($1=$1.23 Canadian)
Rw1392
12/21/2004 - Updated 6:00 AM ET

ATI Reports Record Quarterly Results
Revenues increase 31% to $614 million


MARKHAM, Ontario, Dec 21, 2004 (BUSINESS WIRE) -- ATI Technologies Inc. [ATYT] today announced record financial results for the first quarter of fiscal 2005.

Quarterly revenues(1) grew 30.7% to $613.9 million from $469.7 million in the first quarter of fiscal 2004 as a result of sales increases in both the personal computer and digital consumer product lines. Gross margin percentage was 34.2%. In accordance with Canadian generally accepted accounting principles, beginning with the first quarter of fiscal 2005, ATI is expensing compensation costs associated with stock options granted to employees after September 1, 2002. Net income and net income per share including compensation costs associated with stock options were $63.7 million and $0.25 respectively, up from $47.4 million and $0.19 for last year's first quarter. Compensation costs associated with stock options in the first quarter of fiscal 2005 were $8.0 million. Net income and net income per share excluding compensation costs associated with stock options were $71.4 million and $0.28 respectively. ATI's cash position increased $71.7 million during the quarter to $620.6 million at November 30, 2004.

(1) All dollar amounts are in U.S. dollars unless otherwise noted. All per share amounts are stated on a diluted basis unless otherwise noted. ATI Technologies Inc. reports under Canadian generally accepted accounting principles (GAAP).

"We continue to demonstrate our technology and industry leadership through innovation, execution and customer focus," said David Orton, ATI's Chief Executive Officer. "This has translated into the sustained financial and operational performance we have seen over the past several quarters. Looking ahead, we believe we will continue to grow our business by helping consumers to create, connect and communicate in new ways - whether it's bringing 3D and camera features to mobile phones or high definition content to home PCs."

Outlook

Looking forward, we expect our leadership in graphics and multimedia technologies to continue to drive growth for ATI. Despite seasonal weakness in our consumer and game console businesses, we expect our revenues in the second quarter to be similar to the first quarter within a range of plus or minus $20 million - led by growth in PC graphics. We expect gross margin in the second quarter to be approximately the same as the first quarter of fiscal 2005 as improved PC margins should offset seasonal weakness of our consumer products and game console businesses. Operating expenses, excluding the expense associated with stock options, are expected to grow just over 10% relative to the first quarter due to higher prototyping costs and the foreign exchange impact of the appreciation of the Canadian dollar relative to the U.S. currency.
MANAGEMENT'S DISCUSSION AND ANALYSIS OF INTERIM FINANCIAL RESULTS

This is management's discussion and analysis of financial condition and the results of operations (MD&A) that comments on ATI's operations, financial condition and cash flows for the three months ended November 30, 2004 compared to the three months ended November 30, 2003. This MD&A should be read in conjunction with the attached unaudited financial statements for the period ended November 30, 2004, the annual MD&A contained in the 2004 Annual Report and the audited consolidated financial statements for the year ended August 31, 2004.

In this MD&A, ATI, we, us and our mean ATI Technologies Inc. and its subsidiaries.

CITAZIONE
Important Information Regarding Forward-looking Statements 

Forward-looking statements look into the future and provide an opinion as to the effect of certain events and trends on the business. Forward-looking statements may include words such as "plans," "intends," "anticipates," "should," "estimates," "expects," "believes," "indicates," "targeting," "suggests" and similar expressions



Scambia 52mila pezzi in after e chiude un tick sopra il prezzo di chiusura

Data: Wed, 22 Dec 2004 04:27:47 +0100
Oggetto: atyt
Rw1392
...e quindi per evitare guai da questo triplo massimo servirebbe oggi un bel gap up
sopra l'ostacolo,,, pero' ... mica scherzano questi... 054fschia.gif
DragonFly
NVIDIA Corp. - Stock To Watch Following Barron`s Report [NVDA]

1/3/2005 8:01:26 AM Barron's online reported on Sunday that shares of NVIDIA
Corp. (NVDA) could reach $36 after the company signed a deal with Sony (SNE)
to supply graphics technology for the next generation PlayStation system.


Last ---> $ 24.36
Rw1392
Nvidia: Target price 36 dollari?
03.01.2005

Il titolo di Nvidia (US67066G1040) potrebbe raggiungere quota $36. Lo afferma la rinomata rivista finanziaria americana Barron's. Quest'ultima ha indicato l'accordo stretto da Nvidia con Sony (JP3435000009) per la produzione delle schede video per la prossima generazione della console PlayStation. La partnership con Sony potrebbe mettere le ali agli affari dell'impresa leader nel settore dei chip grafici. Secondo Barron's a partire dall'esercizio fiscale che termina nel gennaio 2007 l'utile di Nvidia potrebbe aumentare grazie alla fornitura dei chip a Sony di $0,25 per azione rispetto alle attuali previsioni. L'utile per azione di Nvidia potrebbe raggiungere perciò per l'intero esercizio $1,55 e i ricavi potrebbero ammontare a $2,6 miliardi. Considerando i dati di bilancio dell'impresa rispetto al suo corso delle azioni degli anni passati il titolo potrebbe apprezzarsi del 50%.
Il commento di Barron's sostiene Nvidia nel pre-borsa: attualmente il titolo guadagna il 5,2% a $24,78.
Su Nvidia vedi anche: High-tech - Sotto la lente: Nvidia e ATI Technologies


Redazione (Francoforte) 14.00


http://www.borsainside.com/mercati_usa/usa..._nvidia_36.shtm


Data: Mon, 03 Jan 2005 17:13:03 +0100
Oggetto: nvda


Dopo una apertura in forte denaro ora si mantiene in leggero territorio positivo vicino alla parita'...

01/03/05 17:14:27 23.84 23.83 23.84 4.745.042
Rw1392
CITAZIONE(Rw1392 @ Tuesday, 7 Dec 2004, 16:47)
Data: Tue, 07 Dec 2004 16:40:52 +0100
Oggetto: nvda tornata a 25


Nessun dubbio sulle mie qualita' personali, Max  rolleyes.gif
ma una giusta dose di umilta' in questa difficile professione
la vivo piu' come una virtu' che come un limite...

Su Nvda per ora siamo arrivati a target ... wink.gif


Data: Wed, 12 Jan 2005 17:35:43 +0100
Oggetto: nvda


Nonostante sia stata "pompata" a piu' riprese
una volta da una banca una volta dall'altra e' sempre la'...

in area $ 20-25

01/12/05 17:38:57 21.09 21.08 21.09 4.284.660

Quando comunica i dati ?
dav
ATYT aggiornamento al close di ieri

(chart by staff)
Rw1392
CITAZIONE(Rw1392 @ Wednesday, 12 Jan 2005, 17:41)
CITAZIONE(Rw1392 @ Tuesday, 7 Dec 2004, 16:47)

Data: Tue, 07 Dec 2004 16:40:52 +0100
Oggetto: nvda tornata a 25
Su Nvda per ora siamo arrivati a target ... wink.gif


Nonostante sia stata "pompata" a piu' riprese
una volta da una banca una volta dall'altra e' sempre la'...


Quando comunica i dati ?


Interessante la chiusura.
domani, importante il livello di apertura.
Rw1392
CITAZIONE(dav @ Wednesday, 26 Jan 2005, 10:55)
ATYT aggiornamento al close di ieri


La BLU segnalata un primo target
poi vediamo.

La piccola "canadese" soffre un po' il recupero di competitivita' del concorrente
DragonFly
NVIDIA Corp. Is Heading Higher On Q4 Outlook [NVDA]

2/2/2005 7:48:55 AM NVIDIA Corp. (NVDA) announced after the bell on Tuesday that it now expects to report fourth quarter revenues of $560 million to $570 million, up from prior guidance of $516 million. Gross margin percentage is expected to be between 33.5% and 34.5%, compared with prior guidance of 33.3%. The stock is now up 1.23 on 4K shares Wednesday morning on Instinet.
---->
Ora $ 24.50
Rw1392
Mercati Usa

--------------------------------------------------------------------------------

Semiconduttori: Corre Nvidia
02.02.2005

L'impresa leader nella produzione di chip grafici ha alzato le sue stime sui ricavi e il margine lordo per il trimestre in corso. Nvidia attende ora vendite in una spanna di $560-570 milioni ed un margine lordo del 33,5-34,5%. Le precedenti previsioni erano di ricavi di $516 milioni e di un margine lordo del 33,3%. Nvidia ha dichiarato di star beneficiando del lancio di nuovi prodotti e di essere riuscita a guadagnare nuove quote di mercato. Gli esperti di Standard & Poor's Equity Research hanno accolto molto positivamente i dati ed hanno alzato il rating sul titolo da "Hold" a "Buy" e il target price da $26 a $30. Dal punto di vista tecnico il titolo è uscito da una formazione a cuneo rialzista.
[...]

Redazione (Francoforte) 16.45
Rw1392
02/04/05 16:04:03 25.08 25.07 25.08 723235


Sopra 25

...
Rw1392
CITAZIONE(Rw1392 @ Friday, 28 Jan 2005, 05:04)
Data: Tue, 07 Dec 2004 16:40:52 +0100
Oggetto: nvda tornata a 25
Su Nvda per ora siamo arrivati a target ... wink.gif
--------------------------------------------------------------------

Nonostante sia stata "pompata" a piu' riprese
una volta da una banca una volta dall'altra e' sempre la'...

----------------------------------------------------------------------

Interessante la chiusura.


...in area $ 27 transita una dinamica blu (vedi grafico giornaliero)
Le ultime venti sedute per NVDA
DragonFly
ATI Technologies To Buy Terayon`s Cable Modem Silicon Intellectual Property For
$14 Mln; Also To Hire About 25 Employees From Terayon`s Design Team - Quick
Facts [ATYT]


2/8/2005 6:18:18 AM ATI Technologies Inc. (ATY.TO, ATYT
) and Terayon Communication Systems, Inc. (TERN) announced the
signing of a definitive agreement for ATI to acquire Terayon's cable modem silicon
intellectual property and hire about twenty-five employees from Terayon's design
team.

Under the terms of the agreement, ATI would pay Terayon up to a total of $14
million in cash, of which $6.95 million would be paid on closing with the balance
subject to the satisfaction of certain conditions, including completion of certain
deliverables.



Last === > $17.38
rosio
Scusate , ma a NVDA che è successo ?? E' partita a razzo in premarket ... io di news non ne vedo ....

Ah, ho capito ..

Nvidia (nasdaq: NVDA - news - people ) beat fourth-quarter earnings estimates and said 2004 was a "turning point" for the graphics chip firm. Shares surged 9% in after-hours trading. Nvidia announced quarterly profits of 27 cents per share. Analysts polled by Thomson First Call expected earnings of 22 cents. "2004 was a turning point for NVIDIA. We produced a record number of market-leading products and platform-changing initiatives, and set the stage for growth in the coming years," Nvidia said in a statement. The company had fourth-quarter sales of $566.5 million, a 20% increase on the year-ago period.
Rw1392
CITAZIONE(Rw1392 @ Sunday, 6 Feb 2005, 22:04)
...in area $ 27 transita una dinamica blu (vedi grafico giornaliero)
Le ultime venti sedute per NVDA


NVDA a target wink.gif


Semiconduttori: Nvidia vola dopo trimestrale superiore alle attese
L'impresa leader nella produzione di chip grafici ha riguadagnato quote di mercato grazie al lancio di nuovi prodotti.

http://www.borsainside.com/mercati_usa/usa...vidia_vola.shtm

$ 27.58 di massimo, sente la resistenza e arretra per ora.

02/18/05 16:22:20 27.07 27.07 27.07 9.229.341

Puo' puntare a $ 30 ( nelle prossime sedute) se mantiene
questi volumi di scambio
Rw1392
02/18/05 18:07:55 27.92 27.92 27.92 16.684.687

spinge ma e' "tenuta" dalla resistenza ...
Rw1392
Ho letto qwerty il riferimento su nvda sul topic titoli in caduta libera.
Qualche mese fa ATYT era arrivata a valere quasi il doppio di NVDA
ora si sono date il cambio di nuovo...

ed nvda vale $ 10 in piu'...della concorrente canadese

Io non mi intendo di schede di rete, ma se c'e' qualcuno competente
dica tranquillamente la sua...
C'e' adesso cosi' tanta differenza tra i due mercati di riferimento ?


Un grafico orario di una decina di minuti fa...
opera
CITAZIONE
Io non mi intendo di schede di rete, ma se c'e' qualcuno compentente
dica tranquillamente la sua...


Rw,penso che la differenza la possa fare la PS3 e non solo,non avrà problemi con RMBS,perchè stanno lavorando assieme per la ps3,
la butto lì,visto che sony ibm toshiba stanno per produrre cell,chissa se NVDA
non ha già dei contratti firmati,per schede madri,grafiche ecc.

ciao
opera
Rw1392
CITAZIONE(Rw1392 @ Friday, 18 Feb 2005, 16:25)
NVDA a target  wink.gif

$ 27.58 di massimo, sente la resistenza e arretra per ora.

Puo' puntare a $ 30 ( nelle prossime sedute) se mantiene
questi volumi di scambio


Allora facciamo il punto:

Chiude molto bene a $ 28.27 con un bellissimo hammer costruito tra le due resistenze BLU 054fschia.gif e alti volumi di scambio.


Sul mirino $ 31,92... prima del target di Barrows. (leggi topic)

poi se veramente le cose vanno bene come si legge
puntera' decisa verso $ 50 incontrando pero' sulla su strada
due importanti ostacoli "statici" a
$40.81
$ 45.87

A mio avviso, non sara' una corsa senza ostacoli
e se riuscira' a conquistare la soglia dei trenta
non riuscira' a non riperderla nelle prossime settimane.
Non ho seguito an-ge.l il lancio dei nuovi prodotti
e non conosco le nuove schede, e le evoluzioni nel comparto videogame... 263.gif

La concorrenza di ATYT ed i rischi derivanti da altri competitors andrebbero approfonditi...
JLVandamme dov'e' finito ? Lui seguiva ATYT ...
Rw1392
CITAZIONE(opera @ Friday, 18 Feb 2005, 22:23)
CITAZIONE
Io non mi intendo di schede di rete, ma se c'e' qualcuno compentente
dica tranquillamente la sua...


Rw,penso che la differenza la possa fare la PS3 e non solo,

contratti firmati,per schede madri,grafiche ecc.

ciao
opera


rolleyes.gif

Ecco ATYT ...
E' stata respinta da una BLU , in tabella il valore di quella inferiore...

In caso di PW , diventa un obiettivo da bypassare

Al rialzo la verde dinamica e' il primo obiettivo sopra la BLU
opera
17/2/2005


Record di vendite per i chipset Nvidia

di Pasquale Bruno - PC Professionale


Più di un milione di chipset Nforce 4 venduti in meno di tre mesi: questo l'importante traguardo dell'azienda californiana. E la domanda continua a crescere.






Con un comunicato stampa del 15 Febbraio, Nvidia ha annunciato di aver venduto a oggi più di un milione di chipset Nforce 4, la sua piattaforma per i processori AMD Athlon 64 e Opteron. Si tratta di un risultato molto importante anche perché va considerato che è stato raggiunto in meno di tre mesi. La disponibilità dei chipset Nforce4 risale infatti al mese di dicembre 2004.

Attualmente, più di 10 produttori di schede madri utilizzano la soluzione Nvidia, per un totale di circa 20 prodotti disponibili sul mercato. Il chipset Nforce4 dispone di caratteristiche molto particolari, tra cui la possibilità, unica al momento, di utilizzare la tecnologia SLI.
Essa permette l'utilizzo di due schede grafiche di classe GeForce FX o Quadro FX operanti in parallelo su un solo Pc, una soluzione che ha incontrato l'interesse sia degli utenti consumer sia di quelli professionali. La quota di vendite della piattaforma Nforce4 SLI copre attualmente il 25% del totale.
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