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Technology Stocks : USRX

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To: Boon who wrote (13265)2/25/1997 8:51:00 PM
From: David Lawrence   of 18024
 
Boon, there's the reason for all the FUD in a nutshell:

Besides, that is a very weak line of argumentation to take to a standards body, that your customers would be disadvantaged by the adoption of a competing standard. There would have to be a tremendous disparity between the number of Rockwell customers and the numbers of USR customers for that to make sense.

It's happened before. That is the reason why all of the FUD is coming out of the consortium. The non-x2 camp wants to spead uncertainty, and slow the market penetration of x2, so they can plead for "fairness" to the standards committee.

Your Honors, there are bunches and bunches of ISPs and consumers around the world who have invested in our (inferior) equipment. The US Robotics modems are software upgradeable anyway, so it would only be fair to make them conform to our protocols.

However, that argument will never fly if USR can get superior throughput using their 56k protocol. That's where I'll put my money, since USR has a vastly superior track record in writing better algorithims and maintaining higher levels of connectivity. They also have a time advantage to tweak their protocol for better results, since it's done totally in software. They will have more working modems in the field when decision time comes for the ITU.
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