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Technology Stocks : Boca research - Reawakening?

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To: Leo Francis who wrote (460)8/14/1997 10:13:00 AM
From: Leo Francis   of 640
 
. "The recent introduction of
competing technologies on the 56Kbps modem and the marketing activities to promote the advantages of such technology has
heightened the competitive pressures in the industry. The Company's operating results will depend on its ability to compete
using the Rockwell technology (K56 flex(TM)). Each increase in speed in modem technology has had transition issues;
however, the Company believes that the transition to 56Kbps technology is resulting in more extensive upgrade policies which
may result in lower gross margins than new sales of 56Kbps modems. Moreover, price decreases have occurred earlier in the
56Kbps product cycle than occurred with 14.4Kbps and 28.8Kbps products."--10Q

Any good news yet? LF
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