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Technology Stocks : Formerly MNPI, now CPQ

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To: TWL who wrote (323)	11/7/1996 12:06:00 AM
From: min zhang	of 650

I agree with the recent several analyses above. To make a supplementary comment, I would like to emphasize the importance of OEM in MNPI's long term business. These days, PC's are sold with modem in (except some direct sale like DELL targeted to goverment offices). There are fewer and fewer people to buy new modem for his/her PC. By comparing with similar modem makers in the crowded market, MNPI is in a better position than other small modem makers. Another point is that MNPI's product emphasize central sites (condensed modems) which is mainly competing with USRX. It looks like a disadvantage, but once again is better positioned than other smaller (similar) sized modem makers. Please comment any mistake of my very rough analysis. Min

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