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

To: AJ Berger who wrote (3264)	8/1/1999 11:17:00 PM
From: Mani1	Read Replies (2) \| Respond to of 3645

AJ Re <<There are too many negative doubts here>> and Re <<I would like to go long here, but can't find a compelling reason beyond backward looking P/E and book value>> I am long because all the bad news is already in the stock. With the earnings coming out in about 2 weeks, I rather have a long position. I rather be long because in the CC it could become apparent that: 1. Manufacturing issued has been resolved. 2. New products (in the mobile PC market) is out of beta and will start generating revenues. 3. New design wins in the digital camera arena and DVD 4. shortage of FPD is increasing demand for high end high margins chips. Yes I am only guessing here. Mani