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Technology Stocks : Boca research - Reawakening?

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To: emichael who wrote (36)9/15/1996 9:51:00 PM
From: robert black   of 640
 
both companies use the same chipset
both companies will have same speed
both companies only put casings on chipset
US Robotics always uses a slightly more expensive chip
therefore slightly better performance
do not buy only on fundamentals
look at numbers
boca low pe with new product rollout
Us Rob high pe
boca no debt, low price to sales, video phone rollout, this is a no brainer people
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