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To: John Rieman who wrote (36289)9/28/1998 9:22:00 PM
From: DiViT  Respond to of 50808
 
Startup Investing in Instant Gratification The e-commerce revolution is near. are you prepared?
BY Geoff Baum

10/05/98
Forbes ASAP
Page 030
Copyright 1998 Forbes Inc.


ORDERING BOOKS AT Amazon.com isn't good enough anymore. I want instant gratification. So while I was forced to sit and wait for the CDs I bought from N2K'S Music Boulevard last week, I decided to spend my time doing a little digging.

Internet commerce is booming, but so far more than 75% of Web-based transactions are from one business to another. That's great for Dell Computer, Cisco Systems, and GE, which use the Web to boost their bottom lines by eliminating costly overhead. But it doesn't do much for consumers. Relatively small consumer orders haven't justified the necessary but massive upgrades of communications infrastructure.

Happily, this will change soon. New broadband technologies will cut bandwidth prices drastically and initiate huge volumes of consumer-based e-commerce transactions. Of course, not every product will lend itself to digital delivery, but savvy market players interested in e-commerce should keep these investment possibilities in mind:

Music: Download your favorite group's latest record or mix and match songs from the more than 2,000 offered at Liquid Audio's Liquid Music Network. Don't like the entire album? That's okay. Then buy only the songs you like, for about $1.50 each. Once the music lands on your hard drive, you can listen to it immediately through a networked stereo or burn your own customized CD using Platinum Technology's new recordable system available later this year. Other companies to watch: CDnow, My- CD, and Tunes Network.

Television: You thought My Yahoo was cool? Get ready for My TV. Watch what you want, when you want. Maybe you'll pay for commercial-free viewing. Maybe you'll download targeted advertisements to receive the programs at no cost. Either way, it sure beats the networks' dictating your schedule. Paul Allen's hefty $4.5 billion acquisition of cable systems company Charter Communications and Microsoft's WebTV Networks subsidiary both underscore a trend that is blurring the lines between television and the Internet. Over the next few years, look for the two media to converge into one powerful consumer tool. Other companies to watch: Intertainer, Broadcast.com, RealNetworks, CNET.

Movies: Tired of making trips to Blockbuster? Don't worry. In the near future, movie buffs will be able to download videos directly to their homes. The technology is here--Time Warner began limited trials of video-on-demand in 1994. No more late fees, and you don't have to rewind the tape: It's all digital. That's one reason AT&T will spend $48 billion to buy cable giant TCI and why Hollywood Entertainment acquired Reel.com in a catch-up move late last summer. And you don't think @Home's market cap is more than $5 billion for its customer base, do you? They've got a measly 147,000. The market knows what's coming and so should you. Other companies to watch: DIVA Systems, C-Cube , Adelphia.

Books: Amazon.com is cool, but it could be cooler. Just imagine this. In the future you're reading a book review. You click on the book's title, downloading the text instantly to an electronic gizmo from SoftBook Press (available later this year). Want to make digital notes in the book while reading? Write away. Rather listen to a text while commuting? Audible Incorporated already markets downloadable books. Other companies to watch: Everybook, NuvoMedia, Cyberbookstore.

Stocks: This new kind of friction-free e-commerce has already made waves in certain niches. Take online trading. Companies such as E-Trade, Charles Schwab, and Fidelity Investments slash transaction costs while completing stock trades in a matter of seconds. It beats placing an order through your broker. In 1997, some 17% of all retail trades were already conducted online, and discount broker Schwab reports that half of its 125,000 average daily trades are currently executed via the Internet. Other companies to watch: Ameritrade, Web Street Securities, SureTrade.

Software: Another success story--A customer wants the new version of Intuit's TurboTax, goes to Beyond.com (formerly Software.net) and downloads the program. The user continues to work on a PC while the software downloads in the background. After installation, the customer can easily have his taxes calculated automatically, print ready-to-file forms, or file electronically.

When you compare this to the software-shopping model of yesteryear, the pure digital transaction is the hands-down winner. Other companies to watch: Egghead.com, Cyberian Outpost, and Software Unboxed.

Until now, e-commerce has been all about trying to improve on the things we already do. That's the tip of a very large iceberg. The big money will be made by e-merchants who target new ways to use Internet technology to attack a vulnerable and mature industry niche.

As an investor, keep your eyes open. The digital steamroller is coming, and it's far better to be in the driver's seat than wandering down the middle of the road.

Geoff Baum is a cofounder of garage.com, a high tech capital firm that specializes in startup finance. He may hold financial positions in companies listed.




To: John Rieman who wrote (36289)9/29/1998 1:25:00 PM
From: DiViT  Read Replies (1) | Respond to of 50808
 
Did some dots just get erased?...

-------------------
Decoder is not built in
neomagic.com
Has Motion comp and/or external decoder support

Cube should clear this up. One would have to assume they are not in there since they did not announce it.
-------------------

biz.yahoo.com

Article 75 of 25622
Neomagic(R) Provides Industry's First 256-Bit Multimedia Accelerator to Drive Thin and Light Gateway Solo(R) 5150 Notebooks

09/29/98
PR Newswire
(Copyright (c) 1998, PR Newswire)


Space-Saving MagicMedia(TM) 256AV Integrates High Performance Graphics, Audio,

Video, and DVD Playback Capabilities on a Single Chip

SANTA CLARA, Calif., Sept. 29 /PRNewswire/ -- NeoMagic Corporation (Nasdaq: NMGC), the pioneer of embedded DRAM and the world's first producer of single-chip multimedia accelerators for notebook computers, today announced that the Gateway Solo 5150 notebook PC incorporates the MagicMedia256AV multimedia accelerator. Gateway's Solo notebook line won a "Readers' Choice" award for service and reliability from PC Magazine readers in the July issue.

"The new Solo 5150 incorporates leading-edge technology in a thin-and-light, high-performance presentation notebook at competitive price points," said Bob Burnett, vice president mobile systems at Gateway. "NeoMagic's integrated technology helps us package the same high-quality multimedia performance found on desktop systems into the thin, lightweight portable notebook most mobile professionals prefer when traveling and making presentations."

"Road warrior customers are demanding the best of both worlds. They want the latest multimedia features including 30-frames-per-second, full-motion DVD video in high resolutions with 16 million colors. But they also want this capability in a thin and light portable notebook that is easy to carry," noted Ron Jankov, senior vice president and general manager of the Multimedia Products Division of NeoMagic Corporation. "NeoMagic's integrated DRAM technology provides the Solo 5150 with 256-bit audio, graphics, and DVD performance in a single chip that burns less than one watt of power."

NeoMagic, the pioneer and leading provider of integrated DRAM and logic, produces single-chip multimedia accelerators for notebook PCs. By eliminating the need to drive signals off-chip to discrete memory, NeoMagic's embedded memory approach achieves its performance advantage while actually lowering the power consumption and extending the battery life for small, lightweight notebooks. The MagicMedia256AV, NeoMagic's latest product, revolutionizes multimedia by providing a single-chip solution for the full range of multimedia requirements of today's most advanced computers, including:

* 256-bit wide internal memory architecture for high-performance audio,

video, DVD , and graphics acceleration for XGA and greater resolutions

* 16 million "true color" capability, with 30 frames-per-second full

motion DVD video playback

* PCI/AGP digital audio

* High-resolution capability up to 1280x1024 for LCD panels, CRTs and TV

screens

* MagicPass( electromagnetic interference (EMI) noise reduction

technology.

About NeoMagic

NeoMagic Corporation, based in Santa Clara, Calif., is the first company to design and deliver integrated DRAM, complex logic, and analog circuits in a single chip. The company's proprietary MagicWare(TM) technology takes systems integration to a new level by building DRAM into "system-on-a-chip" solutions. NeoMagic is dedicated to bringing leading-edge performance to mobile computers, without compromising power consumption or space. NeoMagic Corporation has been awarded honors by the Fabless Semiconductor Association for the past two years: In 1996, as the industry's "Most Respected Private Fabless Company;" In November 1997, as the "Best Financially Managed Public Fabless Company." NeoMagic may be contacted on the World Wide Web at www.neomagic.com or at 408-988-7020.

About Gateway

Gateway (NYSE: GTW), a Fortune 500 company founded in 1985, provides complete computing solutions to its clients worldwide. The company has manufacturing facilities in the United States, Ireland and Malaysia and employs over 13,000 people worldwide. Gateway products and services consistently win top awards from leading industry publications. Revenue for 1997 was $6.3 billion. For further information visit Gateway at www.gateway.com.

NOTE: Gateway and the Gateway stylized logo are trademarks and Solo is a registered trademark of Gateway 2000, Inc. NeoMagic, MagicGraph, and the NeoMagic circle logo are registered trademarks of NeoMagic Corporation. MagicWare, MagicMedia, and MagicPass are trademarks of NeoMagic Corporation. All other trademarks are the property of their respective owners. NeoMagic disclaims any proprietary interest in the marks and names of others.

/CONTACT: Betty Watkins of NeoMagic Corporation, 408-988-7020, or bwatkins@neomagic.com; or Bruce LeBoss of ChipShots, Inc., 408-541-8744, or bleboss@chipshots.com, for NeoMagic/ 07:00 EDT