SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : USRX

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Frank DiLorenzo who wrote (11247)2/12/1997 5:37:00 PM
From: Mark Lijewski   of 18024
 
Mr. DiLorenzo -

USRX was the modem leader in 93, 94 95, 96. Yes. They had about 30% of the end user modem market. Pretty big portion considering all the competition. However the other 70% of the modem makers (including computer OEMS) use Rockwell chipsets in their modems. (By the way, Rockwell chipsets ARE modems. Make a board with a voltage regulator, transformer, phone jack and glue on a Rockwell modem chip and you have a modem. All the hard work has been done already. Even an idiot can make a modem using a Rockwell modem chip.)

Here's an analogy you might understand that explains Rockwell's modem business philosophy. If I make car radios will I sell more by selling the radios at Circuit City, Best Buy, etc...or would I sell more by selling them to Ford, GM, and Chrysler and having them put them in their cars?

USRX is a good company, no question. But they will lose the 56k modem battle being waged now because of their own mistakes and Rockwell's dominant leadership in this market.

Look at

nb.rockwell.com

to see who supports the Rockwell K56PLUS on the ISP side and the client modem side. It's over.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext