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Technology Stocks : COMS & the Ghost of USRX w/ other STUFF
COMS 0.00130+1,200.1%Nov 7 11:47 AM EST

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To: flickerful who wrote (3166)8/6/1997 10:36:00 AM
From: Moonray   of 22053
 
IBD Interview with Casey Cowell:

techstocks.com

flickerful, I do not have access to IBD. Since Xy Zhao was kind
enough to post the article, I will tell you what I think.

IBD:

With greater transmissions speeds, what kinds of new products will
be feasible?

Cowell:

The classic example is video phone. Finally there will be enough
bandwidth or speed available over the telephone network that you
can do live video. I think it'll be a big market. It will make it
possible to connect anyplace - your home, remote office, while
traveling, what have you - to anybody, anywhere. The best way to
lead in those opportunities is to have the greatest core
technology and market position with both wide-area and local-area
network products.


Big Picture: Non-product, he did not EVEN mention it.
His Answer: Absolutely correct. Ma Bell tried for 15 years to get
picturephone to work. USR can succeed where she failed.
My answer: 56K/Internet/Web TV offers best hope.

o~~~ O
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