Pierre,
What a relief!...was beginning to think that your disappearance meant you were completed and sold huge amounts of naked calls, bought puts, and shorted! Though I was at COMPUSA today returning the fine Hauppauge product (tech support never returned the call, so I said, Ok it's time to end this) and swung by the graphics section, graphics cards are still selling; though diammond 3D II sales are seeing some decline; hot 3D cards seem to be those at low prices <$100.
I'm not surprised given that Diammond told Montgomery that 3Q sales were expected to decline, thus the Montgomery position. Diammond should have a pretty good handle on the distribution curves and can probably project better than we can with the isolated surveys.
Did you see the couple of surveys on the Web, showing a projected demand for future Banshee cards over the competitors?
Best Regards,
Jim |
