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Technology Stocks : US Robotics -- Good time to short?
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To: drmorgan who wrote (126)1/25/1997 2:33:00 AM
From: SICHIN SIM   of 142
 
Dear Derek,

Thanks for your comments. I am aware that USRX makes other products but the modem is their revenue generator. Cisco annouced that they will use Lucent Technologies and Rockwell Int'l's 56K tecnology. I think USRX is up for a stiff competition from these two companies. Besides, there is no standard technology for the 56K. If more ISPs and other corporations follow Cisco's move, I think USRX will be taking a wild ride in the near future.

Sichin
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