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Technology Stocks : USRX

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To: damniseedemons who wrote ()3/28/1997 3:41:00 PM
From: thomas hayden   of 18024
 
I have nothing to back this up, just a hunch that USRX is having a great quarter. I saw that USRX has 100 ISP(whatever that means) that support the new 56K. However, I live in Dallas and there are none here. My internet supplier said they were going to wait to see who sets the standard before investing the money in the equiptment. He added USRX's modem had lots of bugs. It sounded like he was rooting against ROBOT. I also read that LU has over 500 ISP. Is Robot that far behind? I don't understand.

Robot may be making a mistake in trying to be the one and only standard. With people worrying about price, everyone is looking for something to clone at a discount. If LU or ROK get it together, and at a cheaper price, Robot will be in trouble and instead of gaining market share they will lose market share.

Ask Apple how it works trying to be the one and only computer. When they were far, far ahead of their competition, it was okay. But in the long run a big disaster.

Last thing, 3Com announced they are building a 75 mil headquarters on the east coast. Doesn't sound like they are pessimistic about their future.

Tom Hayden
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