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To: Gary Wisdom who wrote (4422)6/1/1998 6:25:00 PM
From: Jeff Jordan  Respond to of 93625
 
I say we bounced off the bottom again today..unless the market continues to correct, which I feel it will. I guess I will buy more shares to trade this time. I guess today's action is a result of Intels Merced delay. It's fine with me I want more cheaper shares anyway.

Jeff



To: Gary Wisdom who wrote (4422)6/1/1998 7:27:00 PM
From: Todd N  Respond to of 93625
 
It would sure be nice if H&Q reiterated their $100 price target.

FWIW, I closed my eyes and doubled up at 36 today.

Jeesh, if we keep averaging down, we will own the whole company someday! <GGG>

Let's hope the madness ends soon.

Todd



To: Gary Wisdom who wrote (4422)6/1/1998 7:52:00 PM
From: REH  Read Replies (1) | Respond to of 93625
 
more silver....from cnnfn:

PC Graphics Chips Revenues To Be Up - Forecast

May 28, 1998: 1:14 p.m. ET

SCOTTSDALE, ARIZONA, U.S.A. (NB) -- By Craig Menefee, Newsbytes. Revenue growth rate for desktop and notebook graphics chips will average 20 percent annually from 1997 to 2002, according to a new study by market researchers In-Stat. The firm says 1997 was a landmark year for the industry, as three dimensional (3D) and other advanced graphical systems took to the mainstream market.
The predicted graphics chip market growth rate will break out to 15 percent for desktop graphics and 31 percent for notebook graphics, the firm says. Specialized desktop 3D graphics and notebook embedded memory graphics accelerator devices will see even higher revenue growth rates, says the firm.
Scott Hudson, senior analyst, for In-Stat's PC technology service, said, "This is a fast-moving area and major change occurred on several levels."
As examples of turning points, Hudson cited 3D acceleration chips which, he said, became widely available from multiple suppliers for the first time in 1997. Most were designed for the new advanced graphic port (AGP) bus, which is in part driving the boom for enhanced graphics. Some of the newer chips also support DVD, PC video-conferencing, TV interfaces and other multimedia applications
Newsbytes notes graphics chips form a notoriously unsettled marketplace. Intel got into the business last February with the Intel740 3D graphics chip, even as former heavyweight Cirrus Logic left the game. Major players one year can fall off the radar screen by a year or two later.
Hudson said young companies provided most of the cutting-edge 3D technology in 1997 and shipped significant quantities of desktop graphic chips. As a result, some formerly dominant players like S3 felt a competitive sting.
"S3 is still number one in units and dollars, but is losing market share," explained Hudson.
Innovative firms like Canadian chip and board vendors ATI and Matrox expanded their desktop market share, Hudson said, but will have to watch out for fast-moving companies like 3DLabs, 3DFX and nVidia.
In the notebook graphics market, NeoMagic, helmed by former Cirrus Logic graphics honcho Prakash C. Agarwal, took a clear market lead by pioneering a new design that puts graphics memory and logic on the same chip. The result is more power in less space using fewer parts, an irresistible combination to notebook makers.
Companies like S3, Trident Microsystems and Chips & Technologies moved quickly to put DRAM (dynamic random access memory) onto integrated chips, but NeoMagic is on a roll and will keep growing its share for the time being, Hudson said. (See Newsbytes, April 17, 1998 for profile of Agarwal and NeoMagic.)
Hudson says the main design changes now in progress in the memory area involve moving from extended data out (EDO) DRAM to synchronous dynamic RAM (SDRAM) or synchronous graphics RAM (SGRAM). He predicts Rambus DRAM (RDRAM) will eventually become the frame buffer memory of choice.
In-Stat also predicts a general migration from the Peripheral Component Interconnect (PCI) bus in favor of the AGP bus for most graphics hardware.

link: cnnfn.com