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

To: Panita who wrote (2361)	1/25/1999 4:28:00 PM
From: Scott Moore	Respond to of 3645

Isn't it worth testing the waters on further weakness at this point? I bit off a little at 16 5/8 today and will start averaging down. No negative revenue announcements yet, and gross sales will be up, naturally. Most businesses that are buying notebooks either bought in December to use Income Tax Expensing or would have held off until this month to expense in a new quarter or fiscal year. I perceive that business are quicker to buy the latest Pentium II notebooks for their technicians and managers (which have the newest Neo chips), than average Joe consumer who will go for a cheaper slower model with an AMD. The TRID counter-suit will be in litigation for probably another year, so this really can't be much of an issue. The big question is what are the ATI or TRID threats doing to margins. I wonder if we are seeing the effects of a leak in regards to eroding margins? That's why I will restrain from jumping in with both feet. Regards Scott