USRX Message Board - Msg: 123299

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Technology Stocks : USRX

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To: Mark Frutig who wrote (298)	6/11/1996 1:55:00 AM
From: space cadet	of 18024

To anyone: I saw that USRX was mentioned negatively in this week's Fortune magazine as being impacted by Intel's forthcoming MMX chip which according to the article, will allow cheap modem chips to replace USRX's more expensive products. How serious is this threat and do you think it now or in the future will affect the stock price? I was aware of the Intel threat to graphics and video companies but not to modem makers. Also, does USRX compete with Shiva at all? Shiva looks like an interesting company with an exploding stock price. Any opinions here on SHVA?

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