Date: Tue, 13 May 1997 16:25:09 -0700 From: David Greenman <dg@root.com> To: dennis <dennis@etinc.com> Cc: Michael Smith <msmith@atrad.adelaide.edu.au>, hackers@FreeBSD.ORG Subject: Re: if_de.c ???? Message-ID: <199705132325.QAA18358@implode.root.com> In-Reply-To: Your message of "Tue, 13 May 1997 17:50:56 EDT." <3.0.32.19970513175052.00ad7c24@etinc.com>
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>>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. -DG David Greenman Core-team/Principal Architect, The FreeBSD Project
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