I'm glad to see that the sentiment has turned less bullish--and that you guys are finally believing what I've been saying (and surprisingly, received no responses to (and I've made several posts)). The fact is, that USRX has really blown it with the x2 rollout. Not to the point where x2 will fail, but to where the market believes that they lost their huge lead over ROK. As things stand now, this is very true. However, I suspect that ROK's 56k rollout fairs poorly as well (which I hope would give USRX a boost).
Here's what I have: USRX is having some sort of software glitch with x2. There is *no* x2 product anywhere in the channel. Meaning, that they haven't even shipped it yet. Sood thinks it will be available sometime next week (meaning, that they are shipping any day now).
Windows 95 was available on August 24, 1995. This date was announced several months in advance, after a series of delays. People lined up at stores which opened at midnight so they could buy it as soon as possible. On August 24, Microsoft had spectacular launch events all around the world. In Redmond, they turned their campus into a virtual amusement park.
Also: I personally wouldn't be buying any networking stocks at this time. USRX included.
Sal Habash |
