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 : Boca research - Reawakening?

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: JDN who wrote (330)3/23/1997 3:04:00 PM
From: beenay25   of 640
 
Hi JDN,

Your right, most of those posts were arrogant opinions on the state of the industry and personal opinions. It was fun for a while. Back to BOCI.

Yes. they do have ISO 9002. Their manufacturing has (7) SMT lines producing product. This is one key element to their OEM business that many of their OEM customers like. Quality products built in the States (you know the story they like to tell).

As far as connectivity, USR has the 56K advantage for the time being. USR has had the better story to tell. They were the first to introduce 56K. Rockwell caught up quickly, however. True they are lagging behind by maybe a month, but logic says that a company in the position like will follow up quickly with ISP programs. Many of Rockwells larger customers are also working to push the 56K connectivity camp. It will be an interesting race... but it's far from over as a few people here think. You don't just count out the Compaqs, Rockwells, and IBMs as history has told us. Too much clout and dollars associated here.

Other areas of concern for the 56K camps (both) is having to make a choice. As a product manager for a major company, my biggest concern is alienating customers. If I choose one side, I may have many customers that want the other or have an installed based of the other. Bottom line is we need a standard. When the standard comes, both camps will re-tool, re-engineer, whatever, to what the standard is. Connectivity throught your local phone company is also a concern. My current connection here (from home)is always 26400, period. This is due to GTE limiting my bandwidth. You might get a better connection if you live in a newer neighborhood with new local loops, etc.

There is also much hype on this whole 56K issue. At the moment, it is mostly political. True, USR can connect through AOL. They are claiming more with IBM etc (I use IBM, and I won't be very happy if they choose only one which may prompt lawsuits also.) What do you get now??? Not much. Every company has to pick a side or be left out.

There is nothing wrong with the Boca product. There will be customers that would rather see them in the X2 camp, but they have long been a Rockwell partner. Partnerships are very important in the modem camp.

Interesting fact: USR is weak in one very important growing area: PCMCIA modems. Megahertz product is Rockwell inside. I would interested if anyone has information regarding their PCMCIA direction. Rockwells line can also product PCMCIA size semiconductors.

Jeffrey: truce. JDN and others are absolutly right. Let's stick to discussions on BOCI, ROK, and 56K (both camps). These are areas that affect Boca as a company and everyones investments. Everyone reads the press and both companies (USRX/ROK) are positioning their products as the better. You believe in the leader, I believe in the one with the strong foundation (fabs). Both companies have exceptional engineering talent.

Time to be menches.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext