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Strategies & Market Trends : Tech Stock Options

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To: Mephisto who wrote (2462)	6/11/1996 10:18:00 AM
From: Pascal A. Mons	of 58727

Mephisto, USRX vs. ASND No USRX and ASND do not compete over all their product lines. In fact I think USRX is a great company for the individual PC Analog Modem market where they excel. In fact the decision by AT&T to offer Internet access (mostly Analog to home users) is a good news for USRX which should log record orders to equip AT&T switches. ASND is on ISDN and Analog markets, they provide equipment to RBOCs which can take in either signals, since business and home users have both kind of connection. They excel to here. I believe that given the strength of ASND market other companies have decided to jump in. So far to me it looks like the desparate attempts made in the previous years against Intel processors monopoly... Let us next quarter numbers...

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