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Technology Stocks : Neomagic Corp. (NMGC) -- Ignore unavailable to you. Want to Upgrade?

To: Eddie Kim who wrote (3190)	7/13/1999 11:08:00 PM
From: Mad2	Read Replies (1) \| Respond to of 3645

Sorry Eddie, I shouldn't have used the term demand, should have used revenue and its not flat it is moving down. From the May 20th release of 1qtr earnings 98 4th qtr 72mil revenue 99 1st qtr 72.4 revenue 99 2nd qtr 60 mil projected revenue with 30% gross margin down from 37% in the 1st We know they are having production difficulties and NMGC has stated the should see production from Seimans in the 4th qtr. How much of the margin problem is pricing pressure as compared to production cost I'm not sure Mad2