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Technology Stocks : ZOOM : is the Best / Most Underpriced Stock on Nasdaq

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To: Chris who wrote (1621)9/23/1997 10:29:00 PM
From: David Lawrence   of 2493
 
Okay, we agree on the theory that a v.pcm capable client modem should be able to talk to a v.pcm capable server modem. How well theory becomes reality is the big unknown.

Who are "they"? LU, MOT, ROK on one side, USRX on the other. Waiting game.

Don't forget TXN, CRUS, and IBM on the x2 side.

FWIW, a couple of excerpts from today's 3Com release....

In remote access, with PSINet's recent selection of 3Com's Total Control platform, 3Com is now a supplier of remote access concentrators to nine of the ten largest ISPs in North America.

Sales of client access products including network interface cards (NICs) and modems increased 23% from the year-ago period, to $886.8 million. 3Com is the number one supplier of NICs and modems worldwide. According to Dell'Oro Group and In-Stat market share studies for the first half of calendar 1997, over the past 12 months 3Com has gained share in 10 Mbps and 10/100 Mbps NICs, as well as personal computer modems, including 56 Kbps products.

According to market research firm VisionQuest 2000, 3Com's x2 56 Kbps technology has become the most widely used 56 Kbps solution in the industry. x2 technology is currently deployed at more than 900 ISPs, in over 8,000 POPs in 3,500 cities around the world, and as reported in an independent study by Boardwatch, 80% of the 850 ISPs surveyed have stated plans to support x2 technology. At the same time, 3Com remains strongly committed to reaching a standard for 56Kbps as quickly as possible and will protect the investment of its customers by offering a guaranteed free software upgrade to the forthcoming ITU standard.


Anybody know when Zoom's next earnings release is? Meanwhile, BOCI closed at a seven month high today.
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