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Technology Stocks : USRX
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To: Scrapps who wrote (8010)1/13/1997 12:52:00 PM
From: Craig Anderson   of 18024
 
Scrapps-- In looking at the Announcement in which USR agreed to license x2 to Cirrus, they note that this ties in with Cirrus' FastPath technology.

I dug up this commentary on 'net telephony, which indicates that Cirrus is going after this market with FastPath.

cir-inc.com

Looks like x2 will be a marketing tool for FastPath. Cirrus' FastPath looks like a potential hardware competitor to USR on the desktop and notebook, at the same time providing royalties to USR on the x2 software.

For USR, it looks like this promotes the x2 standard & builds royalties at the expense of some hardware competition. They might have also wanted to pre-empt a Lucent software tie in with Cirrus.

Craig Anderson
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