Neomagic Corp. (NMGC) Message Board

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Technology Stocks : Neomagic Corp. (NMGC)

NMGC 0.0130

0.0%

Nov 14 9:30 AM EST

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To: Mani1 who wrote (3407)	11/9/1999 9:01:00 PM
From: Fred Fahmy	Read Replies (1) of 3645

More consolidation needed. The graphics segment still needs further consolidation. I'm surprised ATI (ATYT) doesn't think about acquiring NMGC. More consolidation is necessary and NMGC offers a very large diversification potential (if DVD and/or Digital Photography businesses bloom) to a pure graphics company like ATI. Here's a powerful combination ATI/NVDA/NMGC. The graphics segment is a rapidly changing mind field....it has the potential of turning into another disk drive sector debacle. NMGC's management was very smart to leverage their technology to get into DVD and DP. Notebooks (especially NMGC's segment), DVD, and DP are three of the fastest growing markets in the tech/electronics industry and if this company executes their plan (always a big IF), ATI, Sony, etc. are going to be wishing they bought NVDA at today's levels. Power, mobility, low power consumption to facilitate the portable multimedia age.....gotta love it. Lots of potential. We'll have to wait and see.... Long NMGC, FF

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