>>Just curious, what will happen to this company(stock) if the industry goes towards K56flex USRX??
I'm not sure what you mean by "K56Flex USRX", but here is what the Lucent spokesman said about yesterday's agreement:
"A spirit of compromise emerged during yesterday's meeting and now the industry is free to move towards what consumers really want -- interoperability of modems around the world," said Surinder Rai, marketing director for Lucent's Microelectronics Group. "It looks like the standard will contain an equitable mix of K56flex(TM) and x2(TM), the two competing PCM modem technologies.
Rockwell, true to form, claimed victory even though nobody else views it that way, including their own development partner. When Rockwell speaks, nobody listens.
>>Is there any money to be made in the Lucents, Rockwells,Boca's etc.. if K56 flex wins??
Neither proprietary protocol ever had a chance of "winning". Anyway, Lucent and Rockwell are diversified companies, whose fortunes do not necessarily rely on modems, particularly in the case of Lucent. As far as modem OEMs go (Boca, Zoom, Global Village, Diamond, etc.) they have an uphill battle ahead of them to be able to regain market share snatched away by 3Com (US Robotics) during the past year, and doing so at a profit.
Lucent OEMs (Boca) should be in decent shape. We'll have to wait and see how well Rockwell based OEMs (Zoom) can handle the upgrade to a draft ITU-T standard. They've had a hard enough time getting it to work using their own protocols, much less one imposed on them. |
