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Technology Stocks : COMS/USRX
COMS 0.00130-18.8%Nov 7 11:47 AM EST

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To: Scrapps who wrote (921)3/18/1997 4:24:00 PM
From: Dwight E. Karlsen   of 1384
 
Scrapps, sunny, it looks like we will have to agree to disagree. Scrapps, I did not misspeak, because in all respects, I believe the cable modem threat to other methods of accessing the internet as represented by a 2.4% roll-out of cable modems by the 2nd largest cable provider is "insignificant". BTW, did you know that the more people on your cable "pipe" that are signed on to cable, the slower it is? So the more popular it gets, the slower it gets. Not a good concept for widespread deployment.

Regarding the cable products in the works by USRX and COMS, well of course they are going to manufacture them if the cable companies would like to conduct more trials. You need modems to conduct trials.

Now for this, >with widespread cable access system availability to follow in the fall. The two-way cable access system is expected to be available in early 1998.<

Availability, Scrapps. That doesn't mean the sales are in the bag. ISDN has been available for how long now? So why is USR manufacturing 56K modems, hmmm?

If you want to believe that cable modem availability is going to take a significant chunk of market share from other types of access, go ahead and think that. From what I have read, the cable companies have so far failed miserably in their attempts to get into the internet access business.

BTW, have you read about @HOME, which is a cable trial offered down your way? It's not unlimited access to the web. There are specific sites that are available, but from what I understand you can't just surf on over to Silicon Investor or Insider Trading, or Stock Smart, or whatever. If you like being spoon fed, you would like @HOME. The people running @HOME are clueless, IMO.

DK
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