COMS & the Ghost of USRX w/ other STUFF Message Board

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Technology Stocks : COMS & the Ghost of USRX w/ other STUFF

COMS 0.00160

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Nov 21 9:30 AM EST

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To: Wigglesworth who wrote (9164)	11/13/1997 8:19:00 PM
From: Scrapps	Read Replies (1) of 22053

>>>The analyst therefore believes that while U.S. Robotics will have "a larger share of a smaller market" as long as there is no standard, the company will have "a lower share of a larger market" once a standard is reached.>>> Is that why they call them ANALysts? And Duran expects the company's new double density hyper access cards, which have twice as many modems in the same amount of space, to be very popular with Internet service providers. Wouldn't that be a help to modem sales? The analyst added that many ISPs are upgrading to 56K modems because their customers are asking for the faster technology. It's my understanding that USR x2 modem sale have 69.2% of the market (big part of the little market...I guess). This has to be a good indicator of what will occur once a standard is in place. Looking at 3Com's stock, Duran maintained that the shares are underpriced since they are trading at a price-to- earnings ratio of 10 even though "revenue is starting to come back [and] margins are improving." So what's there to worry about? <G> Thank for posting that Wigglesworth.

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