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To: Perfect Tommy who wrote (6092)8/7/1998 11:55:00 AM
From: Jeff Lins  Respond to of 16960
 
Good point about ramp up for OEMs, but somebody has to make the cards for the OEM's (unless they are doing motherboard solutions-unlikely with the possible exception of CPQ). And even if STB were going to make the boards and wanted to save every last chip for DELL and GTW, they would still announce the board and create interest around the product. And I would doubt that they would give EVERY chip to the OEMs when the retail part will carry better margins...

I'm not selling, but I am beginning to get a bit concerned...

jeff