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

To: SIer formerly known as Joe B. who wrote (3404)	11/9/1999 11:51:00 AM
From: Mad2	Respond to of 3645

ATI seems to be in a bit of a funk (their stock price that is) and they're cranking out PR news releases to beat the band. I'm not that concerned with the announced HP design win as design decisions over the next few months should be the measurement factor. I'd also like to see one of NMGC's analysts give NMGC most favored nation status Anyone know if ATI's board pricing is senisitive to DRAM pricing? Mad2

To: SIer formerly known as Joe B. who wrote (3404)	11/9/1999 11:52:00 AM
From: HEXonX	Respond to of 3645

Joe, If this is bad for NEO and good for ATI, then why is ATI down while NEO is up? Just a smart alec question. :o). Where is vincenzo and Jim W, ET AL the ol NEO crew hiding? HEX Still have my old shares from before the big drop!!!

To: SIer formerly known as Joe B. who wrote (3404)	11/9/1999 2:19:00 PM
From: Mani1	Read Replies (3) \| Respond to of 3645

Joe this news a yawner as far as NeoMagic is concerned. Clearly NeoMagic will continue to lose market share on the short term. They were very clear about it at their last CC. If the new chip is indeed ready in volume, I would think that design wins should follow. What is impressive is that Neo has managed to stay profitable at the bottom of this cycle which is very rare for graphic chip company. If the new chip penetrates the market like I think it will, and with some help from DVD, we could be at a new all time high by middle of next year. Mani