USRX Message Board - Msg: 694694

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Technology Stocks : USRX

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To: Carmine Cammarosano who wrote (8840)	1/22/1997 9:14:00 AM
From: David Lawrence	of 18024

Casey Cowell on CNBC. Haynes: Are you stuffing the channel? Cowell: Restock due to high christmas sales and preparation for x2. Haynes: Where is your strength? Cowell: Across the board, including PC sales. Haynes: Inre x2, is it software? Cowell: In our case yes, since our hardware is software upgradeable. Haynes: Will it be available to most users? Cowell: We have tested 20,000 lines with an excellent success rate. Haynes: I have 2 USR modems. How will you make money if it's software? Cowell: $60 upgrade for the software upgrade. (I hope everyone registered!) Faber: Good margins. Expectations going forward? Cowell: Same as model. 41-42% Faber: Market share? Cowell: It's our focus. x2 will help shift towards us. Kernan: Insider sales meaningful to future company prospects? Cowell: Ask the analysts about prospects. People want to diversify their portfolio. Haynes: What about cable? Cowell: Very bullish about cable and telephone network. We'll be in both places in a big way. We'll be the leaders.

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