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Technology Stocks : COMS & the Ghost of USRX w/ other STUFF
COMS 0.00130-18.8%Nov 7 11:47 AM EST
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To: Glenn D. Rudolph who wrote (9005)11/11/1997 8:07:00 PM
From: simonds  Read Replies (1) of 22053
 
Glenn, here are a couple of things you might be interested in:
1) There are so much scare about ethernet on motherboard early this year that COMS business in lan chip has been growing quietly unnoticed. Remember, if you stuff the chip onto motherboard, someone has to write software drivers for this thing. How much support can you get from INTC on software?
If you're an (_!_)ist, you need to reevaluate their adapter business in this light?
2) A friend in Asia indicated that Taiwanese is dumping low cost 10/100mb ethernet adapters. It's a problem, but COMS should be able handle it with their new plant in Singapore.
3) The economic problem in Asia should play into COMS advantage in the area of hubs/switches. Why? The answer is STACKABLE. If they're broke, they'll buy one piece at a time instead of getting the whole chassis.
COMS can neutralize competition on adapters by bundling them with deals on switches. This should also be true for South America.
4) I was looking at the Sheraton deal. This is for over 100 hotels worldwide with 300-400 rooms each. What a promotion deal.
5) The 3500 seems to be a hit. I don't know if that'll contribute to the Q2 bottom line.
6) My only concern is the effect of 56k modem war on TotalControl.

Regards,
Simonds
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