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Technology Stocks : Diamond Multimedia

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To: lml who wrote (3316)1/24/1998 3:42:00 PM
From: ahhaha  Read Replies (1) of 4679
 
Sorry lml for upsetting you. DIMD can't compete against US Robotics. DIMD isn't a communications company. DIMD makes firmware cards. They got into the modem bag as a desperation attempt to right a sinking ship 1 1/2 years ago. The modem margins are essentially non-existent. I could believe they would try to immerse themselves in another disaster with DSL, but it would be sheer suicide. DSL is a major challenge for the greatest tech providers like TXN, not something for a low tech fabricator to take on.

So maybe you could elucidate my alleged poor understanding of DIMD's communications business. Did the conference call build confidence for you in their DSL strategy?
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