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Technology Stocks : Neomagic Corp. (NMGC)
NMGC 0.010000.0%Jan 6 3:47 PM EST

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To: jgideon who wrote (2085)11/8/1998 4:33:00 PM
From: vincenzo  Read Replies (1) of 3645
 
jgideon - Keep in mind that the high-end market is only about 10% of the mobile notebook market. Prior to recently, Neo has not competed in this segment with TRID having most of it. ATI has come in and taken part of this segment away from TRID. Neo's new 3d part now gives them a shot at this part of the market.

The new design wins Neo has announced recently suggest that their market share will increase going forward. My guess is 60% for Neo's fourth quarter. Neo will be shipping their 3d part this quarter. ATI will not until next quarter at the earliest.

Have you seen a design win announcement for ATI's new chip? There hasn't been one yet to my knowledge. The design win announcements for Neo's new 3d chip will start hitting the streets when Comdex rolls around.

The design win announcements made in the next few weeks will give some important clues about market share going forward.

vincenzo
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