USRX Message Board - Msg: 859063

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Technology Stocks : USRX

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To: damniseedemons who wrote (12421)	2/21/1997 9:37:00 AM
From: Len Roselli	of 18024

Sal, An item becomes 'commoditized' only when it stops changing. With our lust for more internet bandwidth, you wont see modems fit into that catagory until that lust has been satisfied. Maybe ADSL will get us where we want to be, but I wouldn't count on it. USRX isn't in any danger of being overwhelmed by commodity modem makers until its innovations dry up. As for this latest product rollout fiasco, I see it as an opportunity to add to my position at a discount (and have). Yeah, sure, the market could correct big time anyday, but I don't let little things like that botter me. We're all supposed to be using play money anyway. Happy waiting, Len

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