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: wily who wrote (2806)	4/9/1999 12:51:00 AM
From: Mani1	Respond to of 3645

Wily Re <<Should we feel threatened?>> Nope. Micron is too far behind to be a factor anytime soon. I am not worried about them at all. Neo Magic's biggest threat continues to be Trident and ATI in the short term. In the long term I am most concerned about NSM and Intel and their plans regarding this market. Intel makes both the mother board and the CPU. They represent a real threat if they choose to enter this market. NSM and their "system on the chip" is also a concern. I am a little skeptical about the idea of integrating all the graphics functions into the CPU. It just seems to be too costly to manufacture due to yield concern. IDT the maker of winchip recently announced that they are abandoning their plans to integrate the graphics functions into the chip. Mani