Levy stresses neither systems, nor modems, but rather both. He stesses that USRX's modem business is unjustifiably discounted since USR dominates the market. The outperformance in consumer modems this Q (over systems) simply confirms his story. IF ANYONE ON THIS THREAD CAN TELL ME WHEN, TO THE WEEK, WE SHALL BE ABLE TO ACCESS S.I. AT 56K, THEN I WILL KNOW WHEN USRX STOCK WILL REFLECT THE ELATION WHICH EVERYONE WILL BE FEELING. I.E. WHEN WILL AOL, NETCOM, ETC PROVIDE US WITH A NEW 56K DIAL-IN #. Anyone remember how sweet it was when 28.8k became available? Anyone aggravated at how slow it (28.8) is? Who on this thread, amongst others, won't have it (56k via USR) the second it arrives? IT (56K) WILL BE THE TOAST OF THE INTERNET. (am I alone here?)
P.S. USRX is still Levy's #1 pick. He lowered estimates by $.05 due to higher than anticipated marketing/advertising expenses. |
