Sun, when I talked with DZ a while back about TDFX doing their own boards, he came up with a similar problem, that is the whole distribution thing. Well, as others have mentioned, in this business you only need a dozen relationships to do 80+% of your business. And STBI already has relationships with most of them.
My problem isn't with executing adequate distribution; it's "can we make a part that will be bought at retail in V2 like quantities with V2 like margins". V3 isn't it, IMHO. If TDFX let out the specs for Rampage tomorrow and it wasn't AWESOME, I would dump on slightly faster than the rest of you guys...they better make the part good, or distribution won't matter...
Now, DID ANYONE PARTICIPATE IN THIS "RALLY"? Hows about taking those internet stocks out of the indexes? Yeah, lets see how the Naz does then...oh yeah, whip out WCOM, MSFT, DELL, and CSCO...what a pile of shit...I have had an awful 4 days while naz sets records... |
