Boca research - Reawakening? Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Boca research - Reawakening?

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: David Lawrence who wrote (507)	2/11/1998 8:25:00 PM
From: shane forbes	Read Replies (1) of 640

Can't argue with the general comments of no future long term. Still I would not underestimate product transitions. And re: xDSL there might be a window of opportunity in xDSL-Lite or whatever that's called. However I don't know enough here. Basically this is a low margin industry and that carries all the relevant problems - tough to differentiate, cut-throat competition etc etc. But usually product transitions/agreements do mean easy money on the bottom line at least for awhile. The thing with 56K is the squabbling that lowered demand. Plus I know at least for ZOOM there may be hope internationally.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next