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

To: Eddie Kim who wrote (2729)	3/17/1999 5:27:00 AM
From: Mani1	Read Replies (2) \| Respond to of 3645

Eddie <<I was reading a recent pc mag and it appears that a lot of the new machine have the ATI chip>> ATI continues to dominate the very high end, high power note book market. Basically powerful desktop replacement systems weighing more than 7 lbs. That is a small market which is shrinking and not Neomagic's strength or focus. Neomagic continues to gain market share. All the new introductions of the new Celeron note books that I have seen from major OEM's are the 128 bit Neo chip. Also the $1500 or less note book market is expanding as well as the "slim" market, both of which dominated by Neomagic. As far as the new product line is concerned, I am really not sure. If I remember correctly they will be sampling their new chip around June, but I do not know for sure. May be some one else can elaborate. 128 chip continues to do very well and the 256 chip is slowly replacing it. So I am not sure that a newer chip is really being demanded by the market. It would however be good for Neomagic since it will probably carry higher ASP's and higher margin. I see nothing wrong with the company to justify the recent stock movement. I think long will have their day in the sun. Regards, Mani