D-Link’s Dangerous Signs

William Bao Been, a Taiwan based analyst is slightly sour on D-Link. IN his recent report he points out that while, D-Link is a long-term winner, there are a “few near-term catalysts.” He thinks the fourth quarter 2004 is turning out to be even softer in the US. He is worried that decline in wireless LAN market revenues will not be offset by new products in the digital home, SMB and security markets. What that really means is that this whole digital home thing we are all in a froth about, might take a lot longer than expected.