Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Taro who wrote (2370)	1/26/1999 2:49:00 PM
From: vincenzo	Read Replies (2) \| Respond to of 3645

Taro - The TRID Toshiba design win displaces a CHiPs part. Neo has a several significant design wins with Toshiba and these have not been impacted by TRID's win. Toshiba was CHiP's exclusive turf until last year when other graphics chip makers started making inroads. Toshiba lost significant market share in the notebook market over the last few years before it reacted and started using more powerful graphics controllers from Neo and other manufacturers. It is interesting to see the dreaded Intel (CHiPs) continue to lose market share in the mobile graphics market. The majority of the market share gains that both Neo and ATI have enjoyed over the past year have come at CHiPs expense. TRID has also lost a significant amount of market share over the last year. This one win certainly does not cover their recent market share losses. Wayne - I didn't see any large blocks that crossed at the bid in the first half hour of trading where the price was driven to almost 15. A review of the trading shows no blocks anywhere near an 80k size trading as the price was dropping. The biggest block I saw was 4k while the price was falling. vincenzo