How important is ADSL technology to USRX?
Last summer I corresponded on SI with an investor from France who is very knowledgeable about ADSL. He did not own USRX stock but he knew that I did. He mainly invested in ASND, PAIR, and, I believe, FORE.
He told me though that USRX had large contracts with AT&T and that there would be a need for an analog system for many years.
Also, I noticed in last week's New York Times that for television analog will be available for the next 15 years.
PS. Nope. I do not need a new housemate. As far as MSFT and Windows 95, I have heard too many other people complain about the software. By the way, I checked with our housemate and our fax DOES work now.
Because we have had so many problems with Windows 95, my comments about Linux were meant to be sarcastic. I do not imagine the average person will go to the trouble to learn how to use either Unix or Linux.
I just finished listening to a conference call by Peter Canelo, chief economist, for Dean Witter. The purpose of his call was to talk about 1997 strategies and stock picks.
One of his comments about technology was that the personal PC is becoming too difficult for many people to use. As a consequence, he sees some people migrating to a simpler computer that is connected to Local Area Networks.
I thought his comments were interesting because last week I happened to overhear a conversation between several people who worked in the same office. One person said it was nice that they had Windows software but it was too bad that no one used it extensively .
No one used it because the only person in the office who knew something about Windows was too busy to teach the others.
Lately, the press has been printing quite a few articles that claim computers have not improved workers' productivity.
If workers productivity has not improved, perhaps,it is because they do not know how to use the technology in their offices.
In any case, Mr. Canelo stressed that the business community continues to invest in technology. |
