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Technology Stocks : COMS & the Ghost of USRX w/ other STUFF
COMS 0.00130-18.8%Nov 7 11:47 AM EST

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To: joe who wrote (16446)6/25/1998 3:56:00 PM
From: W.F.Rakecky   of 22053
 
Joe..my best guesstimate puts Erics European heritage with a European company.....I have a lingering thought.Eric says"We'll work from the edge out. What is he up to?....... Intelligience at the edge?...... Simplicity? Can he take on Cisco without taking on Cisco by making the edge smarter?
Next when does the 56Flex fall-out begin? What happens to Cisco's and Ascends stuff? Has the Townsend card been fully played? Or will flex end up with egg on it's face???
How long will Hayes stay afloat??? It sure seems that COMS dominates the edge with in-house technology. Is it not true that the biggest bottleneck with through-put is at the edge? All info/data can go like hell down the pipe but it's gotta be processed at the destination/edge....Enough rambling......
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