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Technology Stocks : Rockwell on the prowl?
ROK 384.38+1.5%3:59 PM EST

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To: Daniel G. DeBusschere who wrote (72)10/18/1997 11:42:00 AM
From: David Lawrence   of 152
 
>>Is K56flex winning the battle? X2 seems to have the client side but K56flex seems to be winning the server side.

I would strongly disagree that K56Flex is currently winning on the server side. x2 is widely deployed globally, and is in use by nine out of the 10 largest ISPs. The K56Flex design still has not received European approval, which is the type of PSTN that the rest of the world uses other than North America. Based on anecdotal evidence, it's curently a one-horse race on the server side. The only reports of widespread K56Flex in-use deployment are in press releases from the likes of Rockwell and Ascend. As far as the client side goes, game, set and match go to x2 based products, with > 70% of unit sales. It was absolutely hilarious the way for months Rockwell touted their "over 70% share of all modems in existance," when in fact not a single one of those modems, client or server side, could be inexpensively upgraded with new firmware. That left with them with 0% of the current generation server and client modem installed base. They were left standing in the gate, where they remain today,

Will the dirt cheap commodity priced K56flex client modems finally overwhelm the X2 flavors?

Nope. The K56Flex OEMs can't give their modems away - just look at their financial reports. Mototrola is liquidating their inventory at cost and below, and is searching for some sucker to buy their modem division.

How many people do you know or have heard of who are connecting to their ISP via K56Flex? The past and current stories of a massive deployment of K56Flex would be better described a fables.

Also, check out this recent posting:

techstocks.com
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