Even in the 160 range, US Robotics is undervalued given its
tremendous growth history.
It's only going to get better. Their product is the standard
used by most on-line service providers. They just announced a major deal
with AT&T. More and more people are getting on-line and buying
modems. USRX benefits from both the users who buy the modems,
and the on-line service providers who need to expand their access lines.
Great company, great management. Many people are scared of the high
price, but a split has been announced and it won't be long before
it gets above 100 once again. Long term, USRX is a winner! |
