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

To: Mr. Bean who wrote (657)	3/26/1998 2:30:00 PM
From: Kevin Hay	Respond to of 3645

A simple observation: Intel, Compaq and others have all been talking about excess inventory they've had to work through. I bailed on nmgc with ~ 0.25 loss just because it seems likely that they will also get hit by an inventory correction. This, and the anemic stock performance. I may get back in if it settles back a bit, though I'm still a ways from a warm-n-fuzzy that nmgc has any kind of a lock on this market. nmgc has a great discount to growth rate. This either means the rest of the world hasn't discovered it, or just doesn't believe it. Personally, I'm not sure I understand it. 128bit accelerators...ok, from the studying I've done I don't see why Intel can't grab this. -Kevin PS. Curious, that nmgc doesn't have an SI profile, eh? I didn't discover this thread till I was already out.