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Technology Stocks : Diamond Multimedia -- Ignore unavailable to you. Want to Upgrade?

To: Ivan T. who wrote (3638)	8/23/1998 6:20:00 AM
From: Matt Webster	Read Replies (1) \| Respond to of 4679

The HomeFree product is very interesting. The same 2.4GHZ technology is used in the new 802.11 wireless Ethernet standard. Diamond's prices are way, way lower than 802.11 gear, probably because they don't make the hubs that are used to piece together large 802.11 networks (sort of like cellular -- Diamond is only one cell, so they don't have to include the stuff that supports connecting multiple cells). This limits range to 150 feet but reduces price considerably. The alternative explanation is that DIMD is just leading a pack of aggressive wireless networking companies. If this is so, standard 802.11 type equipment may be about to enter freefall. That would be good, but not for DIMD. My guess is that the product does fairly well. A lot of it depends on the quality of the proxy server software they are including. I hope they didn't skimp on that. The advent of cable modems and DSL could really spike demand for proxy software as people want to share their Internet connection through the house. We are not quite there yet, but DIMD may not be THAT early. Has anyone tried the software does it work well? Does it work only through dial up networking, or can it do static routing? Pretty interesting stock here at sub-$5. I should think the indudstry would consolidate but no buyers at the moment. A DIMD acquisition of CREAF or vice versa would be incredible. I've said this before, but no one on Wall Street is listening (as usual). The other option is vertical integration a la ATI, but then they'd have to buy either nVidia or TDFX. They probably can't get that done either. I'm holding for a change in strategy. Not HomeFree yet, Matt