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Technology Stocks : Boca research - Reawakening?
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To: Ken Turetzky who wrote (84)10/9/1996 3:48:00 PM
From: hank powell   of 640
 
Rockwell is also a market leader, selling through assemblers such as BOCI, Diamond, Zoom, Hayes who together have more market share than USRX. Rockwell is moving along the correct path to getting a standard, while USRX (much like Paradyne with its ADSL offering) may try to obtain de fact standard status by shipping first in quantity. You're right, there's competition. BOCI is Rockwell's largest customer currently, and expect to get the chips Q1 '9t- Rockwell has said it will unveil its chip in November at Comdex. BOCI has lower manufacturing costs than USRX, which is how they traditionally compete. What can they do if USRX dumps product into the channel? Not much as evidenced by the poor quarter they're about to report. They just get out of the way and suffer lower revenue as a result. With a new product, however, the incentive for USRX will be to glean high margins while it can.
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