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

To: vincenzo who wrote (2445)	2/2/1999 10:06:00 PM
From: Scott Moore	Respond to of 3645

Made another buy today to average down. I disagree everyone will buy notebooks next. Surely large business will continue to rollout notebooks for techs and managers at a faster rate than PC's and contribute with upgrade cycles. However, set-top boxes seem to me to be the next box to have in the house after you already own a PC. There is more freedom to set down a wireless keyboard from your set-top box, than moving your laptop which most likely you would have an AC cord and phone line to trip over, and sometimes a printer cable. Of course, if someone would come up with a notebook docking station that allows you to dock with your cable modem set-top box, then that would be a new curve. Then you could internal network your house using the internet and grab your notebook from the docking station and split out the door when you feel like it. This would not disturb the old lady because she is already camped on the PC in the office surfing. Since the set-top box has not been fully deployed yet, it will be awhile to see which way things gravitate toward. One thing is for sure, sales of wireless keyboards and empty black desktop cases will proliferate as the do-it-yourselfer's start building their own set-top boxes. Black cases and printers will be necessary to match the tuner/amps that are already there. Of course, since folks will be less likely to open up a set-top box for upgrading, which is the case with notebooks, wouldn't it be a great place for a NMGC chip (w/TV out). They could even take a stab at the DVD decorder in the same box. Though the soft-DVD that ATI and ZRAN have will suffice with the new higher CPU speeds anyway. ATI seems to be the real threat here. They can afford to lose the most money while trying to garner business. TRID has VLSI breathing down its neck with the VLSI Thunderbird chipset for sould cards. Look how long the S3 sonicvibes lasted on soundcards, what 4 quarters? If the TRID notebook products don't advance significantly faster than Neo or ATI, then TRID's own bean counters could be throwing water on their baby. Dance baby, dance. All the way to papa! Scott