Neomagic Corp. (NMGC) Message Board

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Technology Stocks : Neomagic Corp. (NMGC)

NMGC 0.00730

-43.8%

Nov 7 9:54 AM EST

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To: SIer formerly known as Joe B. who wrote (3360)	9/28/1999 10:43:00 AM
From: jgideon	Read Replies (1) of 3645

It appears as though the delay of the 3D part is costing NMGC more than I had expected. Dell was their first customer. If they are losing out there, then they will need a really impressive 3D part to regain this market share loss. Folks will start to question further whether they can deliver the newest technology in high enough capacity to meet demands. The 256AV is a better 2D part than competitors, but the lack of 3D is now hurting. Even though most notebook users don't use 3D, it appears to be a requirement from now on for the spec sheet. The next 6-9 months will be crucial for this company. They have good management, but things are getting more competitive. For the record, I currently have no position in NMGC. jg

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