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Technology Stocks : COMS & the Ghost of USRX w/ other STUFF
COMS 0.001600.0%Nov 26 9:30 AM EST

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To: Crotty who wrote (10504)12/10/1997 10:47:00 PM
From: David Lawrence  Read Replies (3) of 22053
 
>>Great pressure from telcoms to support kflex

That's crap. The telcos really couldn't care less which box the T1 terminates in. They don't know, and they don't care.

>>We are a great admirer of US Robotics products and would prefer to work with them, but are disappointed at their attempt to virtually monopolize the 56K market.

As opposed to Rockwell's attempt to do the same thing? USR had a competitive advantge (time to market), and they used it. That was their fiduciary responsibility to their shareholders.

>>As a true standard seems to be a year away, it seemed best to commit to one technology rather than support none at all.

In other words, we're running Ascend, or Bay, or Shiva, or Livingston boxes, so we're going to stay with them. That's a reasonable position - so why the hell don't the pus, er, whimps just say so?

>>As we made clear in our announcement, the telecommunications industry is firmly moving towards the open standards of K56Flex, which is consistent with the open traditions of the Internet.

Excuse me? What "telecommunications industry"? MCI? Sprint? At&T? Netcom? IBM? AOL? Compuserve? Those guys are the "telecommunications industry", at least insofar as consumer Internet access goes. And, they overwhelming run x2 based boxes.
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