I think it probably will still go down a few more points just because of today's downward momentum. Especially because of the late selloff everywhere. Nasdaq was actually headed down and just stayed positive because time ran out. Maybe everything will open lower tomorrow.
I don't agree with the product transition stuff. As has been said a lot of times on this thread, the USRX modems are upgradeable to x2 and then to whatever standard emerges. If I was a new buyer, I still need a modem now, I'm not going to wait a few months until a standard emerges, so I would buy one that is upgradeable, a USRX modem. Now, a lot of people who already have USRX modems will be able to upgrade. People who own another modem, one that isn't upgradeable, might wait for a standard, but this doesnt affect USRX. They might not buy a USRX modem but if I was them I wouldn't buy a modem that might be useless in a few months. So they will wait, maybe buying a USRX later on.
ISPs, if they need new equipment, same thing, they cant wait, so they might as well buy upgradeable stuff. If they can wait, then in any case, once a standard is out, USRX still will have great products, so it is the same position as when x2 wasn't out yet. A position in which USRX was thriving and growing like crazy anyway.
Does this sound reasonable or I'm I just not making sense?
David |
