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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: Mani1 who wrote (2777)	4/7/1999 6:47:00 AM
From: wily	Read Replies (2) of 3645

Mani, a guy on the Micron thread sees it differently: Message 8743603 wily: No idea. It looks doable soon but cost will be the deciding factor if it makes as a general DRAM or just as a specialty item for where speed and permanence are both needed- ie digital cameras, MP3 players etc. FWIW IBM went from copper chip mockups to actual product (powerpc chips now in Macs) in about a year. As the article mentions IBM already has a big effort in this area for disks. IF THIS WORKS a big loser is Rambus. IBM has not licensed the copper technology to anybody other than MOT (they are partners in powerpc) as far as I know. Its idle speculation, at this point, as to whether they would license the tunneling technology. The Japanese are also studying this technology. IBM already has demos of conventional design, 0.15 micron, on copper DRAM running in the neighborhood of 800 MHz--see an earlier post for link. I find it scary that this is exactly the area that Neo is targeting and that he thinks, for these applications, the technology could be ready very soon. Two things in the article that caught my attention were that they are already using this technology in the new HDD heads and that the pieces are just falling together for them, like it's meant to happen. This is the stuff that they're "betting the farm" on. IMO, there's too many other good stocks out there to want to play chicken with IBM. OTOH, you'd think that Agarwahl and company are aware of these developments. Is it possible that it is happening faster than they anticipated? wily

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