Wow, that was quite some ramble. Unfortunately, little FACT, FACTUAL.
>>Looking at the weekend advertisments, IBM HP and COMPAQ are using Flex.
Compaq bought Microcom, so they are clearly into K56Flex. You got that one right.
IBM? You missed that by a mile. IBM (mfg) uses their MWave DSP architecture, and licensed x2 from 3Com for implementation of 56k technology. issc2.boulder.ibm.com Also, IBM.net is a huge domestic and worldwide ISP (over 900 POPs), and they use x2 exclusively for their 56k solution.
HP? Sorry, you missed there, too. hp.com
>>Even worse for x2 the big three are getting share (Despite USRX interesting claims. I challenge you to find the big three PC manufacturers bundling with x2.
Well, you already identified two out of three. And, that's without even mentioning the big guns at Dell and Gateway. Oops - that makes four. But, apparently you don't count Dell and Gateway as big players.
>>ROK continues to ship the same dollars in chips as does USRX in boxes . Since ratio of box to chip price is about 1/4, looks as if ROK outships USRX by a factor of 4.
That, to be kind, is utter nonsense.
>>Just as you cannot judge x2 by the financial condition of its retail box vendors (excluding USRX ) similarly you cannot judge Flex (excluding ROK).
Bullshit. Just look at the recent quarterly reports by Diamond, Zoom, Boca, Ascend, et al. They are literally dying courtesy of the Rockwell 56k disaster.
>>Looks like x2 has lost the war.
A war typically has two or more contestants. Rockwell hasn't even shown up yet. They are already writing off their 56k efforts with this so called big announcement of CDSL. More smoke, more promises sans substance for the lemmings to graze on.
Good fortune. |