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Technology Stocks : USRX

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To: Chi-X who wrote (12673)2/22/1997 10:17:00 AM
From: David Lawrence   of 18024
 
"While the company's modem business gets most of the attention, Meeks points out that Robotics gets about 20% of revenues from its networking systems business. It's a business about the same size as Ascend, a key rival. Put the same value on U.S. Robotics' systems business that the market gives Ascend, he says and you'd get the company's huge modem business for free."

How many times has that been pointed out here? Numerous. The folks who insist that USRX is overvalued should consider that. Relative to their peer group, USRX is a steal, even more so now. :-/
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