ZOOM : is the Best / Most Underpriced Stock on Nasdaq Message Board

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Technology Stocks : ZOOM : is the Best / Most Underpriced Stock on Nasdaq

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To: Dorine Essey who wrote (1776)	12/8/1997 7:55:00 PM
From: David Lawrence	of 2493

>>Price and volumn up today. Hope you all got in at the low under $6.00. Congratulations on the nice one-day pop, but no, I didn't buy. This little blip is far from being a conclusive reversal. A couple of more day of follow through with supporting volume would certainly help the technical case. Even though today's volume was relatively good, the total capital changing hands was nothing - just a little over a million dollars. Not exactly indicative of institutional money competing for float, since 1) most funds will not enter a position that represents less than 1% of their total value, and 2) most funds will not purchase stocks under $10. I have been actively following the entire networking sector, including modem OEMs, for several years. At this stage I am unwilling to commit funds to Zoom because of their weak management. They had an opportunity to go with x2, and decided for whatever reason to stay with Rockwell. Their investors have paid a huge price, and may very well continue to do so. I (and others) have stated many times on this and other threads our doubts as to the viability of the Rockwell K56Flex implementation. There is a lot of anecdotal data that can lead to the conclusion that Rockwell's ASIC (application specific integrated circuit) may not be as flexible as its designation implies. Motorola (a larger player than Zoom) uses it, and threw in the towel - but still haven't found a buyer for their transmission group. Bay licensed x2 for their new-generation remote access servers knowing they would have to litigate that decision with Rockwell. Lucent uses a chipset design that is more like 3Com's design (generic DSP/Flash memory for the controller code) than Rockwell's design. During all the "standards" controversy, it was Rockwell dragging their feet while they tried to play catch up in their deployment. Now, Lucent cuts a deal with 3Com to get a draft standard. The 'Flex consortium is all but dead, and it's every company for themselves. I'll repeat my comments from a few days ago: 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.

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