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

To: Mad2 who wrote (2666)	3/4/1999 3:41:00 AM
From: wily	Respond to of 3645

Sony Computer to invest Y70 bln in chip facility TOKYO, March 4 (Reuters) - Sony Computer Entertainment Inc, a unit of Sony Corp , said on Thursday it would set up a new subsidiary to make semiconductors using 0.18-micron embedded DRAM technology, and would invest 70 billion yen in the new facility. The chips will be used in Sony's next-generation PlayStation video game machines. In a separate statement, Toshiba Corp and Sony Computer said they would establish a joint venture to make 128-bit microprocessors for the new PlayStations. The venture, which will be owned 51 percent by Toshiba and 49 percent by Sony Computer, will have initial production capacity of 10,000 wafers per month and will make the new chips available from the autumn of this year. The venture will be capitalised at 100 million yen. Sony Computer said it will invest 50 billion yen in equipment for the joint venture, which will operate a production line in Toshiba's Oita plant in southern Japan. (Note: this article is ''in progress''; there will likely be an update soon.) biz.yahoo.com

To: Mad2 who wrote (2666)	3/4/1999 10:24:00 AM
From: Eddie Kim	Read Replies (1) \| Respond to of 3645

Mad2, while appreciate you post, you really offer nothing of great note. 1. Battery Life. I have a two laptops with a NMGC chip. I always plug them in. People make a great deal about battery life. In certain situations I wish my battery would last longer. The main thing is about space and cost for laptop makers. NMGC's chips take up less space and since it has less parts in total...costs less. 2. Margins. Listening to the CC, Neomagic seemed very confident that margins would remain in the high 30%. Remember the new 256 chip was just released. Also, the 256 3D/DVD chip will be released this summer. Both products have high margins. Finally, NMGC predicts around 40% margins for DVD and even higher for digital cameras. 3. Market share. NMGC's market share continues to grow. NMGC is in over 66% of the new laptops that will be shipped this Spring. We hear a lot of about ATI and TRID. ATI is in the high-end market. NMGC has never been in this market. Furthermore, this market is shrinking. TRID is in the very low end market. They are selling their chips at warehouse prices. TRID is taking market shares away from Chips & Tech.... not NMGC.