Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Kurt M. Matis who wrote (3225)	7/23/1999 2:54:00 PM
From: AJ Berger	Read Replies (1) \| Respond to of 3645

Thanks for posting that "responce" either he knows something, which is doubtful, based on the timing of his previous coverage changes, or he's doing the same wishful thinking in public that we are all doing here, and admitted he's reserving any price targets till NMGC announces. either way, I'd wait to park any money into this stock since if they can't get the NMG6 progress into the August earnings report, we'll be screwed down to $7 again. If they do announce good NMG6 progress, then I still would be reluctant to buy until we learn of the industry desire for this product. The 256AV is doing just fine, so who knows if the notebook market really needs much more power right now. It was gamers that pushed the FPU envelope on the desktop; I doubt there is that kind of graphic performance pressure in notebook markets.

To: Kurt M. Matis who wrote (3225)	7/23/1999 4:43:00 PM
From: Mani1	Read Replies (1) \| Respond to of 3645

Kurt Re <<In my upgrade note, I mention that I believe the production issues are nearly resolved.>> I wonder if he knows something or just speculating based on manufacturing cycles. I think that for a Neo's chip at 0.25, the cycle from litho to package is about 8 weeks. Which puts at mid July for the problem being solved. I remember that at the last CC, it was mentioned that designed problems were no longer the reason for the manufacturing problems. Meaning that latest design iterations has made the chip manufacturable at 0.25. I hope that first good chips are being packaged and tested as I type. Mani