SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : COMS & the Ghost of USRX w/ other STUFF
COMS 0.00130-67.5%Nov 7 11:47 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Dick Smith who wrote (15313)5/8/1998 5:08:00 PM
From: joe   of 22053
 


My dear 'ghosts' amigos;

Dick Smith wrote;
>>One of their comments was of interest: They
said that most new computers were shipping with
56K modems already installed, which is the reason
they believed that they had not seen a massive
pickup in sales of ANY brand of modems even
with the V.90 announcement.
If this is true, we should be looking more at
OEM modem deals (at which 3Com has done pretty well)
more than the retail channel, for indicators in
desktop modem sales.<<

WOW!! This makes a sh*tl*ad of sense!!
I thought about it before, but didn't hang
on the concept long enough.

Anyway, my next most immediate thought is:

During the H&Q, Eric B. said that there was
gong to be a "big PC anouncement" soon.
Anybody remember that??

Well, a few days later, TCI cable contract
was announced, but I never thought that was
'the big PC announcement'.

If there is still a big PC announcement to be
made, then that may solve all around problems
for a while...

Wadayathink??

joe

PS. If you want to tell me not to get my hopes
up...I'll understand ...<ggg>

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Here's previous Brief.com statement
during the H&Q conference.
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

To: jhild (15336 )
    From: joe
                Wednesday, Apr 29 1998 4:26PM ET
                Reply #  of 15589

From Brief.com
------------------------------------------------
    3Com Corp. computer networking concern said 
    at the Hambrecht&Quist conference that current 
    sales channel inventory is excellent with 
    operating margins improving to 16%-20% in 
    several quarters; expenses are viewed to be 
    "flat to down" in the coming quarters; also 
    sees one major PC modem announcement in the 
    current quarter.....


~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News