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

To: Marc who wrote (2344)	1/23/1999 2:34:00 PM
From: Fred Fahmy	Read Replies (1) \| Respond to of 3645

Marc, Re: never underestimate ATI What I mean is that ATI has always been one of the leaders in the desktop graphics arena and their potential to come up with a killer chip/solution for the notebook industry can not be ignored. FF

To: Marc who wrote (2344)	1/24/1999 6:34:00 AM
From: vincenzo	Read Replies (2) \| Respond to of 3645

Marc - I respect any company that can grow 50%+ year over year in a insanely competitive segment even if they are canuuks and talk a little funny - ay. ATI is clearly the leader in the desktop segment with a 37% market share and has done masterfully well over the past year even in the face of the dreaded Intel's assault with it's cheap but incontinent I740. It has also done an admirable job of penetrating the mobile market and has scraped up about 10% of that market over the last year, while the dreaded Intel has lost its CHiPs in the mobile space. ATI did this with their 3d part without embedded memory which found favor with notebook manufacturers who wanted to use 3d for marketing differentiation for their high end products. (There probably are half a dozen hard core gamers out there who have actually used this capability in a notebook - all canuuks.) But hey, if it helps sells notebooks, then I'm all for it. My question for you, Marc, or anybody else out there who follows mobile graphics, has ATI garnered any design wins with the "integrated memory" cut and paste chip they announced a several months ago? The spec's on this chip sounded pretty good, it had lotsa memory pasted into the package with the graphics core, (not embedded) it was priced right and they were hyping a low power drain. It certainly sounded like a contender. However, I have not heard of a single design win as yet. In this business, design wins equals market share and only the market share leader makes any money. Right now the leader of the pack in desktops is ATI and the top dog in notebooks is Neomagic. All the rest are a bunch of howling, starving dogs without a cold bone to chew on. vincenzo