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Strategies & Market Trends : Trader J's Inner Circle -- Ignore unavailable to you. Want to Upgrade?

To: Trader J who wrote (9359)	2/18/1999 11:49:00 PM
From: j.o.	Read Replies (1) \| Respond to of 56535

(S) NMGC - Quarterly earnings per share .37 undiluted. Yearly result $1.19. Last price 14.25, so price earnings of around 12 (if I have my math right). Market was expecting 39 cents for the quarter here. Higher tax bill and more R&D investment are the reasons for undershoot, we hear. Also - two acquisitions in the DVD and digital camera space. NMGC makes fast multimedia (graphics) chips with onboard DRAM - low energy consumption. They have been a force in laptops, and are expanding into these two new markets with these acquisitions. A summary: news.com The company remains cheap in terms of earnings. If these partnerships are deemed credible by the market, then we have some good potential for some upside here. I would be curious to know if anyone else hase views on the DVD and digital camera markets - seems a natural extension of the existing NMGC technology. I still own some at 13.5. Watch this opening tomorrow! Might at least come into play. Hope that this helps - I am still learning! j.o.