Boca research - Reawakening? Message Board

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Technology Stocks : Boca research - Reawakening?

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To: Sparky65 who wrote (371)	4/2/1997 3:56:00 PM
From: David Lawrence	of 640

>>Is their anyone out there who is really knowledgable about the modem market, that can comment on when they believe this market will start to pick up. It is not "the modem market" that's weak - it's the "Rockwell based modem market" that's weak. It will continue until a) Volume production of working K56Flex chipsets are routinely available, and b) a critical mass of ISPs actually upgrade (versus commit to) K56Flex modem cards. There is no shortage of demand for x2 based products. There probably won't be any clear vision of actual retail sales for weeks to come at a minimum. Also, the issue of obsolete channel inventory still has to be dealt with.

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