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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: Dee Jay who wrote (10752)12/15/1997 11:41:00 PM
From: David Lawrence  Read Replies (2) of 22053
 
>>Well David, how about a rationale to buttress that thought?

You summed it up pretty well, Dee Jay. The variety of different implementations of the Rockwell chipset was a principal cause of difficulties in deployment, and there is every reason to suspect the same will be true when the code changes.

>>Since you include LU with USR it doesn't seem that an innate bias is involved in that comment - so why do you think so?

No hard evidence, but numerous rumblings that the LU chipset design is superior to Rockwell's and will adapt more easily as will USR's. It's purely speculation at this stage, but suffice to say that the rumblings come from some of very same places that pegged the original 'Flex rhetoric for exactly what it was.
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