Date: Wed, 14 May 1997 11:57:21 -0400 From: dennis <dennis@etinc.com> To: dg@root.com Cc: hackers@freebsd.org Subject: Re: if_de.c ???? Message-ID: <3.0.32.19970514115717.00bcf280@etinc.com>
next in thread | raw e-mail | index | archive | help
At 04:25 PM 5/13/97 -0700, you wrote: >>>I can't see why not. They've been doing it for the last 15 years, I >>>can't see them stopping now. If they do, I can see a lot of people >>>giving them the Diamond/Matrox/Microchannel shoulder. >> >>Because they posted $1.40 loss per share last quarter, and haven't >>had a profitable quarter in a year. Because their stock, which was >>trading at 28 at the start of '95, is now hovering around 8. Because >>no matter what you think their economies of scale are, they cant >>compete with Taiwanese labor costs, and cant turn a profit selling >>against boards that sell for $35. > > They've always sold cards with NICs with publically available specs, so >nothing that has occurred in the last year has anything to do with this. >As I'm sure you know, just about all networking stocks are way down at the >moment, not just SMC and 3Com, but Cisco, Bay Networks, and everyone else >producing networking products. Try again. Actually, you are wrong David. What's "occurred" is a massive expansion in demand that allows multiple clone manufactures to buy parts in HUGE quantities and sell at tiny margins. THAT, is a big occurrance, particulary when the price point of these ASICs drop to nearly nothing at very large quantities. Dennis
Want to link to this message? Use this URL: <https://mail-archive.FreeBSD.org/cgi/mid.cgi?3.0.32.19970514115717.00bcf280>