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 : USRX

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Scrapps who wrote (15676)3/18/1997 8:40:00 AM
From: Dwight E. Karlsen   of 18024
 
Patience, Scrapps. I would guess that there is a line of ISP's a mile-long at USR's front door, and the big boys are going to get served first. With flash-upgrading taking less than one day, (actually much less), we should see the remaining ISP's getting "loaded for bear" with "double-aught buck" within the next 2 weeks.

Think how far all those "strip-out-and-replace-hardware" Ascend ISP's are going to actually be behind. Someone from Dataquest was quoted yesterday in the WSJ, "I don't think an ISP is going to jump ship from ROK just because their chips are 2 weeks late". Maybe not, but in 2-3 or more months, how many customers are ROK-based ISP's going to loose? Ross Perot may have been on to something when he talked a few years back about the "giant sucking sound". In this case it's web-surfers flocking to USR-based ISP's.

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