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

To: AJ Berger who wrote (3282)	8/4/1999 2:26:00 AM
From: Eddie Kim	Respond to of 3645

Bone-chilling article for a NMGC long, but these journalists are always the last to know anything. Hopefully, NMGC has some positive things to say for once during the CC. I specifically liked Merle's quote in the article: Merle McClendon, NeoMagic's chief financial officer, says message-board participants seem to have seized on the key issue facing the company. "If indeed they are concerned about [the delay in shipping 3-D chips], then they are concerned about the right thing. That isn't always true of some of the online conversations," she says. Good GOD why don't I just burn my money instead?!? Is this all she had to say? No wonder this stock is tanking!!!!

To: AJ Berger who wrote (3282)	8/4/1999 3:12:00 AM
From: Mani1	Read Replies (1) \| Respond to of 3645

Re << He says a "best-case scenario" would mean shipments of a new 3-D product would begin toward the end of the year, in November or December.>> :-) Maybe Neo can do the CC as Pay Per Listen to generate some revenue in the mean time. Mani

To: AJ Berger who wrote (3282)	8/4/1999 9:32:00 AM
From: vincenzo	Read Replies (2) \| Respond to of 3645

AJ - The article by Jason Anders was interesting in that the entire piece focussed on Neo's late 3d part and did not even mention the most significant current problem of fab capacity. Neo has given up very little market share due to 3d, but is really taking it in the shorts because of capacity problems on it's current high end production parts. Most of the short fall in revenues and profits projected over the next two quarters are due to their fabs being unable to supply mass quantities of the existing 256 chip. Jason apparently didn't pick up that there might be a connection between the dropping revenue projections and the dropping stock price. I guess if you're writing a 3d story, you read all the message board comments about 3d, you call all the company players and ask them to make a comment about 3d and then you have a story about 3d. Any connection to reality is purely coincidental and inconsequential to the story line. Hey, 3d sounds sexy, capacity constraints are boring. I bet you can't say capacity constraints 5 times real fast. Dung beetles know better and are happy to wade through all this shit to make a buck. vincenzo PS - If it sounds like a fart and smells like a fart it must be a fart. dnai.com