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Technology Stocks : COMS & the Ghost of USRX w/ other STUFF
COMS 0.00130-18.8%Nov 7 11:47 AM EST

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To: David Lawrence who wrote (10506)12/11/1997 2:09:00 PM
From: Larry Tomblin  Read Replies (1) of 22053
 
David...
The 56k of choice does not play here. Not IMO: The rules drastically change when the ITU intervenes and as hindsight is 20/20 and plays big in todays news...you may hit the nail on the head tomorrow, respectfully. Adoption or news of 56KFlex into ITU standards turned the playing field into a muddy mess.

The communications industry you reference is what? IBM and AOL and others you mention. Yes, their POS (point of sale) is end user based and x2, quite possibly tighter technology, is the hardware of choice there.

Does that choice matter when telecommunications industry cash cows like Nortel, Ericcson, Lucent, others and bigger (non-telco but very interested) players, patent holders and developers lay in the backround to seize the opportunity to follow leaders and stick like glue to specs as outlined by governing bodies? I don't think so.

Best Wishes

Larry
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