| PAST TOP PICK | 21.750 | Bill Carrigan | (A Top Pick Nov 8/05. Up 14.2%.) Was acquired. | 2006-12-06 | |
| SELL | 24.830 | John Zechner | Being acquired by Advanced Micro Devices (AMD-N). When the announcement came, he sold his holdings. Thinks AMD are biting off more than they can chew. | 2006-10-16 | |
| SELL | 23.750 | John O'Connell, CFA | Being acquired by Advanced Micro Devices (AMD-N). Doesn't think there will be a competing bid. If you own, take your money. | 2006-08-25 | |
| PAST TOP PICK | 22.600 | Bill Carrigan | (A Top Pick Aug 9/05. Up 50%.) Acquired by AMD. | 2006-08-11 | |
| SELL | 22.480 | Norman Levine | Advanced Micro Devices (AMD-N) is acquiring this company. If you own, you are getting cash and stocks and he would sell. | 2006-07-25 | |
| WAIT | 22.440 | Larry Berman CFA, CMT, CTA | Advanced Micro Devices (AMD-N) has made a bid to buy this company. $25 has been the top end of their range for the last 4/5 years, a major technical resistant level. If it got up through that, it would be a technical breakout situation. Doesn't know what the deal would mean for this company. | 2006-07-24 | |
| DON'T BUY | 17.780 | Laura Wallace | Facing some challenges, principally because of softening PC demand. Has done a pretty good job of moving away from PCs but this is still the dominant part of their operation. Outlook is uncertain. | 2006-07-20 | |
| WEAK BUY | 17.230 | Peter Hofstra | A business he likes for the long-term. There is a number of new markets they are in such as X-Box 360 and flat panel high-definition TV. “Okay” value here and if you want to play the merger rumour, maybe you can get in and you probably won't get hurt. | 2006-07-10 | |
| SELL | 16.690 | David Burrows | If you own these stocks, you have to keep a very close eye on what is going on in the semiconductor sector as a whole. In the most recent pullback in the market, the semiconductor index bottomed, attempted a rally, and today failed and went to a lower low. | 2006-06-27 | |
| DON'T BUY | 16.980 | Robert McWhirter | There is substantial concern about their solar side of the business. Involved with new technology with very innovative approach. The yield on the new production method isn’t panning out as expected. Ranks in the bottom 1% of the database. | 2006-06-21 | |
| WEAK BUY | 16.980 | Robert McWhirter | Reasonably priced. Ranks 291 in his database. Some concerns about the number of PCs that are going to be sold. Microsoft's Vista looks like it will be delayed which could hurt. Lots of notebooks are being sold which is good. If you are convinced the market has bottomed than you can buy. | 2006-06-21 | |
| DON'T BUY | 17.340 | Gordon Higgins, CA, MBA, CFA | Stock is pulling back because there is no takeover. Graphic accelerator chips, their main product, are designed into a lot of computers. Sometimes they win, sometimes they lose. | 2006-06-07 | |
| BUY | 18.060 | Robert Floyd | A number of companies that have unique technology are open for grabs. A nice little company. | 2006-06-02 | |
| DON'T BUY | 16.670 | David Baskin | Has a history of going to the heights and then to the depths. You have to be able to stand volatility. Well-managed company. | 2006-05-25 | |
| BUY | 18.550 | Ian Ainsworth | Well-positioned in the graphic space. Has done a really good job of moving into the consumer space. | 2006-05-09 | |
| BUY | 19.450 | Robert McWhirter | Just acquired a graphics chip designer, Bitboys, which has a very interesting technology which allows signals to be sent out to a cell phone and automatically scales to the size of the screen. Ranks 275 in his database. Cheap. | 2006-05-04 | |
| DON'T BUY | 18.230 | Ben Rogoff | Have tended to stay clear of this name. A frustrating situation. They have a wonderful business but there is a lot of exposure to legacy and markets where they don't want to have exposure to. Have been losing market share. | 2006-04-24 | |
| BUY on WEAKNESS | 18.560 | Peter Hofstra | This is a business that will be around for the long term. Like it in the mid-teens. | 2006-04-11 | |
| DON'T BUY | 19.100 | David Burrows | Seating increased strength in growth oriented stocks in North America. Semiconductors is one of these. Competitor, Nvidia (NVDA-Q) has been outperforming. Prefers companies in this sector with a broader global outlook. | 2006-04-10 | |
| HOLD | 18.450 | Brian Acker, CA | Has a model price of $20.68 which is the highest this model price has been since September. A positive differential of 18%. | 2006-03-29 | |
| BUY | 17.360 | Michael Sprung | This company and Nvidia (NVDA-Q) have owned the gaming chip market. They have such a lead in the graphics industry you can play them off against one another. Long-term, it should be all right. | 2006-03-23 | |
| HOLD | 17.400 | Peter Hofstra | A good business Doing great things in graphics. The near term is fine but some of the longer-term prospects haven't materialised. Have shifted their business to a chipset type business where margins are not as good. There has been some disappointments with their recent quarterly reports. There is also some concern that the PC market will slow down. | 2006-03-22 | |
| DON'T BUY | 16.920 | Bill MacLachlan | ATI Tech's stock is declining. They are in a very competitive environment. Difficult to stay on top. He does not see the growth in the company to justify the price, the stock was at 6 months ago. Avoid at current levels. | 2006-03-15 | |
| WATCH | 16.540 | Robert McWhirter | It ranks just below half in database. Recent acquisition of a design studio in China, which will allow them to work closely with their consumers. Constant fight with Invidea about who has the fastest chips. Watch closely but don't buy as he expects a pull back in the stock. | 2006-03-13 | |
| WAIT | 17.350 | Jonathen Wellum, B. Comm, B. Sc | ATI Tech is a strong business and has a strong market value, but very volatile. Best to stay put and wait and sell later when it goes up. | 2006-03-08 | |
| PAST TOP PICK | 19.870 | Bill Carrigan | This is one of his previous picks. It is up 5%. He feels that there is no reason to sell. However, he is switching. | 2006-02-14 | |
| BUY | 19.930 | Ian Ainsworth | Is coming back from losing market share with Nvidia (NVDA-Q). Very well-positioned. Going into the first-half of the year with some very good momentum. Brightening its platform beyond desktops and laptops. | 2006-01-26 | |
| DON'T BUY | 20.000 | Peter Hofstra | Was a recent owner of the stock, but stepped out of it because he made too big of a return too quickly. Good company that is going to be around for quite a while. Very competitive market. Probably worth low $20's so it's close to fair value. | 2006-01-12 | |
| WATCH | 18.590 | Robert McWhirter | Ranks borderline bottom 3rd of his databank. Earnings estimates have been shaved by about 4% in the last 90 days. Year over year earnings have been beat up, down about 142%. Out to Aug/06, the numbers are pretty cloudy, but looking out to Aug/07, estimates have earnings doubling from $0.50 to $1.06 which is an 18 X P/E. | 2005-12-08 | |
| DON'T BUY | 19.440 | Ron Meisels | Has a huge overhead resistance. The current little rallly is going to run into a lot of supply as the market gets up to the level of $21/22. There are better stocks in the market. | 2005-12-01 | |
| TOP PICK | 19.050 | Bill Carrigan | (A Top Pick Aug 9/05. Up 29%.) Likes the sector. Right now it's at quite a low which just came out of a big head and shoulders. | 2005-11-28 | |
| DON'T BUY | 18.770 | Brian Acker, CA | Thinks it has an X-Box halo. If you took this away, with where the earnings are, the balance sheet and the interest rates, his model price is $15.77. An 18% negative differential. | 2005-11-23 | |
| BUY | 19.450 | Ian Ainsworth | Had a rough year. Nvidia (NVDA-Q) has basically run away with the market. Back on track with their new products. Shouldn't lose any more market share and have cleared their inventory problems. This is an industry that goes through these kinds of rotation between companies. Fairly risky, volatile business. Well positioned for the next 3/4 months. | 2005-11-16 | |
| DON'T BUY | 18.390 | Howard Sutton | In a great space. They kind of messed up. They were late in their launch in the high end product so Nvidia (NVDA-Q) ate their lunch. They need to expand their gross margins. There's a recovery plan in place. Almost full value now. | 2005-11-09 | |
| BUY | 15.870 | Peter Hofstra | A good entry point. A market that will continue to grow and will do well for a long time. The worst is behind them. Have a new deal with Intel. Fairly reasonable stable environment, but there can be dramatic swings in market share. This one has been taking a beating lately. | 2005-10-27 | |
| DON'T BUY | 15.650 | David Baskin | Not crazy about them. They are in a dog fight with Nvidia (NVDA-Q). | 2005-09-19 | |
| WEAK BUY | 16.240 | Robert McWhirter | The new line of chips they are developing seems to be progressing and are much further along in the consumer product process than Nvidia (NVDA-Q). A pretty good opportunity, but his model has it ranked very low and he owns it as a short term speculative trade. | 2005-09-15 | |
| DON'T BUY | 15.920 | Matt Baillie | Has been selected by IGT (IGT-N) to power their gaming machines which is a nice deal for ATI. Has been paring back on his holdings as it has been getting hit on the high end by Nvidia (NVDA-Q) and on the low end by Intel (INTC-Q). Coming out with their new chip pretty soon and hopefullly it's good. | 2005-09-08 | |
| SELL | 13.750 | David Burrows | Underperforming its peer group. The graphics market is a pretty volatile part of the market. | 2005-08-25 | |
| BUY | 14.110 | Peter Hofstra | A market share war between themselves, Nvidia (NVDA-Q) and Intel (INTC-Q) and that tends to swing very quickly up and down. The valuation at this point is quite attractive. A short term risk as they are ramping a new product into production. Delays could hurt them. Moving into new areas. | 2005-08-22 | |
| DON'T BUY | 14.290 | Gordon Higgins, CA, MBA, CFA | Don't buy technology stocks because they're cheap. Trades around 10 or 11 X earnings. Nothing fundamentally wrong with it. The question is what's going to drive it. | 2005-08-11 | |
| TOP PICK | 14.720 | Bill Carrigan | (A Top Pick Apr 27/05. Down 24%.) In a trading range and can't seem to break out. AT the bottom of the range now. | 2005-08-09 | |
| WAIT | 15.350 | Brian Acker, CA | Has a model price of $21.62. Thinks the stock will stay at its currrent price for awhile. Suffering from negative earnings revisions last quarter. Hopefully they'll have another good quarter. | 2005-08-04 | |
| BUY | 15.880 | Martin Hubbes, CFA | An interesting play. The graphic accelerator market used to have a lot of competitors, but is now down to Intel (INTC-Q), ATI and Nvidea (NVDA-Q). This one is a long term survivor. They are trying to branch out into more consumer oriented graphics. Have had a bit of a hiccup here. New chip is about to be launched. | 2005-08-02 | |
| SELL | 15.420 | Ron Meisels | Get out of this stock. Had rallied from 2003 to 2004. Made a top distribution and gave enough time for a lot of professionals to get out. Then broke down to about $18. May have a little rally to around $17. | 2005-07-29 | |
| DON'T BUY | 15.790 | Robert McWhirter | Continues to have a slugfest versus Nvidia (NVDA-Q) in the graphics acceleration side. Ranks in the bottom 10% of his database. Earnings have declined 83% of the most recent quarter and estimates have been chopped by 40% for the Aug '06 year. | 2005-07-21 | |
| BUY | 15.830 | Pierre Bernard | This is a good entry point. Be prepared to see another minus 10/15%. The potential is a $5 increase. | 2005-07-14 | |
| BUY | 14.640 | Peter Hofstra | Likes the stock at this price. You have to have a tough stomach as it bounces around a lot. Could be considered a trading stock. Getting into the cell phonemarket. Qualcom (QCOM-Q) is going to be licensing. Into the flat panel market. | 2005-06-29 | |
| BUY | 14.450 | David Baskin | Have half a billion of cash on the balance sheet which is almost $3 a share. If you take that off, you are only paying $11 a share. Most people think that they'll at least make $1 in 2006 which is 11 X earnings. | 2005-06-23 | |
| DON'T BUY | 16.550 | Brian Acker, CA | This stock could go as low as $15.10. Gave a warning, but as yet he has not got the earnings estimates into his model. Has a model price of actually $26 which is substantially above where it is currently trading here. His only question is how far the model price will come down on the earnings announcement. | 2005-06-09 | |
| DON'T BUY | 16.170 | Gavin Graham | A very volatile stock. Has been losing market share in the high end computer to Nvidia (NVDA-Q). A lot of the bad news has already been reflected in the share price. | 2005-06-08 | |
| HOLD | 19.050 | Ian Ainsworth | Market is very concerned about this next quarter as they feel that there is inventory building, Nvidia (NVDA-Q) is being reborn, etc. Company is doing very well on the consumers side. As they introduce new products over the next few months, they'll have a better 2nd half. Cheap. | 2005-05-27 | |
| VAGUE | 19.150 | Rob Callander | It's the kind of business that has to reinvent itself every 12 months. Major competitor is Nvidia NVDA-Q). Very strong company with very strong technology and very strong in its industry. An OK stock to hold, but expects it will be a volatile situation. | 2005-05-26 | |
| BUY | 19.020 | Brian Acker, CA | Has a model price of $26.06. Finally seeing a little bounce in the tech names. | 2005-05-24 | |
| DON'T BUY | 18.680 | David Baskin | Volatility is unbelievable. Really have to have a strong stomach. | 2005-05-10 | |
| BUY | 19.100 | Brian Acker, CA | Has a model price of $25.50. | 2005-05-05 | |
| WAIT | 18.940 | Laura Wallace | Has been a bit of a disappointing perfomer. This is a reflection of the area they are in. Locked in a duel to the death with Nvidia (NVDA-Q) in the graphics chip market. Also, Intel (INTC-Q) is coming in on the integrated graphics which will be a major competitor. Expects the stock will tread water until it can make a successful transition to the consumer side of the business. A show-me stock. | 2005-05-02 | |
| TOP PICK | 19.500 | Bill Carrigan | Long term chart shows a long support level from the middle of '03 at $18 and better. The top channel is at $25/26 and there could be a breakout at that point. | 2005-04-27 | |
| BUY | 20.250 | David Baskin | 2 good things have happened this month. First, the earnings and forcast by Intel (INTC-Q) which has to be bullish for ATI. It was the best news for the semiconductor business that has been heard for some time. Secondly, finally getting near to a resolution of the insider trading problems. That will be a cloud removed. Will be volatile. | 2005-04-21 | |
| BUY | 19.860 | Peter Hofstra | Looking very seriously at this one with this valuation. Have done a great job in the PC market with the graphic chips at the core of their franchise creating 90% of revenue. Have been very proactive moving into new markets, such as cell phones and flat panel display. | 2005-04-19 | |
| BUY | 20.640 | Ray Steele | In a constant battle with Nvidia (NVDA-Q) to see who can come out with the fastest, smallest graphic device. This one's in the lead. Somewhat contiguous on the next generation they're dashing towards. Have a great track rfecord of keeping ahead of Nvidia. Graphics market continues to grow. | 2005-03-17 | |
| DON'T BUY | 21.620 | David Chapman | Chart shows 2 tops and since then it has been in a down trend. Hit a low in January and if it breaks through there, SELL. | 2005-02-25 | |
| TOP PICK | 21.500 | Brian Acker, CA | Earnings revisions were large, so there's been a nice pullback. | 2005-02-22 | |
| VAGUE | 21.870 | Peter Hofstra | Checking this one out and doing a lot of work on it. Feels like it might be a good entry point. Want to see where they are going with the other revenue streams. Getting into the wireless cell phone area as well as digital TV. Intel could be a problem for them. | 2005-02-21 | |
| DON'T BUY | 22.210 | Robert McWhirter | There are concerns that it's losing market share to Nvidia. Nvidia pre-announced strong earnings. | 2005-02-11 | |
| BUY | 21.370 | Jonathen Wellum, B. Comm, B. Sc | Quite well positioned viz a viz Nvidia. Building market share. Cyclical. | 2005-02-04 | |
| DON'T BUY | 22.010 | Ron Meisels | In a trading range. If there is a breakout, that is when you want to own it. You don't want a long term stock when it's in a horizontal trading range because it doesn't give you any money. If you are going to use it as a trading stock, wait until it pulls back to $17.50. | 2005-02-01 | |
| DON'T BUY | 21.530 | Laura Wallace | The startegy they are employing in the graphic chip market is better than Nvidia. Stock has come off recently because Nvidia announced they had increased market share by 3%. Longer term concern is Intel. | 2005-01-31 | |
| DON'T BUY | 21.530 | John Zechner | The biggest risk for them is what's going on in the US market. US demand for laptops/PC's is what drives the company. Have done a great job. Picked up market share from Intel and Nvidia. (Nvidia won some of it back.) Stock has been stuck in this range for the last year which is a warning flag. Expaning very well into 3D graphics. | 2005-01-31 | |
| HOLD | 21.160 | Bill Carrigan | In a trading range. Thinks it will break out above the old highs. Don't let it reach a 52 week low. Feels there could be a good market for technology this year. | 2005-01-26 | |
| DON'T BUY | 20.700 | David Baskin | Historically volatile. Tends to move on news. Pretty much kept market share against Nvidia and Intel, but it didn't grow its share. Intel is the scariest as they focus on the high end market and have the resources to make life difficult. Strong Cdn$ hurts them as well. | 2005-01-25 | |
| WEAK BUY | 21.610 | Glenn Paradis, BA, CFA | Has fallen in sympathy with semi-conductors. The company is doing surprisingly well in a very tough graphics market. Nvidia has new products that seem to be getting some traction which is a little bit of a concern. Valuation compared to the group looks relatively compelling. | 2005-01-13 | |
| DON'T BUY | 21.650 | David Burrows | Semi-conductor business in the last 2 weeks has been difficult. This one is winning in all their business areas, cell phones, laptops, etc. If you believe that HDTV is here and now, and will continue to grow, this company will be a big beneficiary. A great company, but right now with the weakness in the NASDQ & semi-conductors, there's risk. | 2005-01-12 | |
| DON'T BUY | 23.660 | Brian Acker, CA | Even with the big earnings you are seeing, their model price is $24.40. Earnings estimates are not increasing either. | 2004-12-24 | |
| DON'T BUY | 23.710 | Laura Wallace | New management has done an excellent job. Has moved the company into the consumer brand which now accounts for about 16% of their revenues. Chips are becoming more and more a commodity, so competition will be stronger. Trades at about 20 X this year's earnings. | 2004-12-23 | |
| BUY | 23.400 | John Zechner | Likes the story. Earnings were great. Gaining market share in note books, graphic PC's, consumer products side such as ACTV and the gaming models. Way cheaper than the comparable US Nvidia. | 2004-12-21 | |
| BUY | 23.890 | David Burrows | Comparing this stock on Canadian versus US markets (ATYT-Q), there is a big difference. Reached new highs on the Nasdaq. US investors know this company very well. Doing well. Winning market share, both in laptops and the cell phone area. | 2004-12-10 | |
| PAST TOP PICK | 23.730 | Robert McWhirter | (A Top Pick Oct 8/04. Up 12.5%.) Feels there's good opportunities for them as they broaden their business beyond the PC's. Getting cell phone contracts. Ranks in the top 25% of the data base. | 2004-12-09 | |
| HOLD | 24.020 | Don Vialoux | Seasonality on tech stocks runs from end of Sept to end of January. If you had used this for the last 10 years, 8 out of 10 years would have realized a profit. The average return per period was 27.8%. Technically it currently has a nice up trend. Fundamentally, has a great product. | 2004-12-06 | |
| WATCH | 23.090 | Ron Meisels | In a trading range. Seeing that we are in a bull market, it has a chance of breaking out. If it is still meandering in Jan/Feb, it will lose its opportunity. | 2004-11-16 | |
| HOLD | 23.020 | Duncan Stewart | Great company. $1 billion revenue. Industry leader. Technology goes into many, many products. Too much of their business is focused on the PC industry which is not a growth industry. Intel will be a strong competitor. Short term could get back to $27/28. | 2004-11-12 | |
| DON'T BUY | 21.820 | Gavin Graham | A leader in graphic and sound card manufacturer. Nvidia seems to be making some inroads. PC's is not a growth market. | 2004-11-08 | |
| DON'T BUY | 22.350 | Laura Wallace | Trading in the $19/20 band. Big concern is its exposure to the PC market and the threat of competition from Intel. At 20 X plus earnings, there's a lot of risk. | 2004-11-01 | |
| TOP PICK | 21.500 | John Zechner | Since Dave Orton's (?) been there they have been executing far better with a more diversified product mix. Has picked up substantial market share from Nvidia but still trading below that stock. | 2004-10-27 | |
| HOLD | 20.940 | Brian Acker, CA | Still likes. | 2004-10-26 | |
| WEAK BUY | 20.830 | Laura Wallace | Have done a great job in executing a turn around. Has positioned itself very well in some of the consumer markets. The major concern is the PC market where the bulk of their revenues cme from. | 2004-10-20 | |
| BUY | 20.800 | Robert Floyd | Quarterly performance has been quite strong. Looks interesting. | 2004-10-19 | |
| BUY | 21.120 | David Baskin | Volatile. Head to head with their competition, Nvidia. Had a terrific quarter. Broadening their offerings as well as getting into game consoles. Not expensive. | 2004-10-12 | |
| TOP PICK | 21.300 | Robert McWhirter | (A Top Pick July 9/04. Down 10%, but as a basket performance picks were down 2%.) Earnings were 14% better than expected. Analysts are expecting 23% increase as of Aug/05. Moving away from PC's and into cell phones. Digital TV's side should be strong. | 2004-10-08 | |
| WAIT | 21.400 | Brian Acker, CA | Model price is about $23. Have to see the upping of earings going forward. | 2004-10-07 | |
| WEAK BUY | 21.230 | Mark Jackson, CFA | In a rally along with the other tech stocks. Expecting them to do well in their upcoming report. The real key is where they are going to guide. Concerned about the longer term and where the video control goes. | 2004-10-04 | |
| BUY | 20.500 | Larry Berman CFA, CMT, CTA | Saw a bit of a double bottom in the $18 area. Major historic resistance at $25/30. Could get back to the $25 area. Use a stop/loss of $17.50. | 2004-09-20 | |
| BUY | 18.060 | Jackee Pratt | New CEO will improve the company. | 2004-09-03 | |
| HOLD | 19.200 | David Burrows | Held up the longest in Cdn. semi-conductor companies and if this is your sector, this would be the stock to own. | 2004-09-02 | |
| TOP PICK | 18.950 | John Zechner | More stable company. Less single product risk. They had a blowout quarter. It is trading lower than what is expected. | 2004-08-30 | |
| BUY | 19.550 | Robert McWhirter | Ranks at about half in the database. Earnings growth is expected to be 23%. Had a PE of 15X for August. The question is how they will do on the transition to the PCI Express. Seem to be gaining good market share. | 2004-08-20 | |
| WEAK BUY | 19.060 | Reza Samahin | Have done a good job in last couple of years. Expections are fairly high in short term. | 2004-08-19 | |
| BUY | 18.270 | Steve Gold | Tech sector has been beaten up and it is a question as to when business will start buying products. Longer-term, this is a good company. | 2004-08-11 | |
| BUY | 21.250 | Matt Baillie | Have had great numbers, but the stock has come down. Technology sector has rolled over in the last six weeks. You have to be careful in this area. Clearly the leader in graphic chips and would-be buyers here. | 2004-07-30 | |
| DON'T BUY | 21.650 | Gavin Graham | The market leader. Their new graphic chip is taking market share away from Nvidia. Executing very well. Probably fully valued. | 2004-07-29 | |
Experts that have talked about ATI Technologies
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