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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 76.04-0.3%Nov 26 3:59 PM EST

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To: MulhollandDrive who wrote (10437)11/13/1997 12:28:00 PM
From: TonyE  Read Replies (2) of 77400
 
Betty Ann Poe said:
Duncan, what's your take on COMS? Besides "inventory" in the pipeline, do you think there is a real possibility of a "mother board" installed modem in the not too distant future, I've always wondered about the USRX deal....bp
-------

To which I interject:

Allow me to answer this too.... a 'motherboard installed' modem is
a certainty, but I believe it will be manufactured by Intel as part
of a support chip set in the same way that parallel and serial IO is
now part of the motherboard, this makes a lot of sense since a modem
is just an application of a serial IO port and it makes a lot
of sense to bundle a driver that can be recognized and used by
built-in Windows applications such as a Explorer and hyperterminal.

Think of the built in modem as a very cheap way to implement
dial up networking. No need to use third party stuff, it should be
part of the computer just as the mouse has become a part of the
built in interfaces (remember bus mice???).

Also, look for video, USB and ethernet to be incorporated by Intel. I'm not quite so sure about EIDE, SCSI and Firewire.

Note too the tie up recently between cable modems using USB and
Cisco, Intel, Sony, etc....

USXR modems will soon go the way of the add on IO boards and
memory expansion cards. Only speciality items such as RS422, ISDN,
Digicards, and the like will continue as they are niche markets for
specialized users.

Tony
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