US Robotics -- Good time to short? Message Board

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Technology Stocks : US Robotics -- Good time to short?

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To: SICHIN SIM who wrote (125)	2/25/1997 9:24:00 PM
From: J.R.	of 142

Sichin Sim; The competition has always been stiff for USR, that is the nature of the modem business. Why should things change now? USR has a lead on Rockwell not only because they have beaten them to market with x2 but they also have an advantage because they are RAM and FLASH based rather than ROM based. This means that should Rockwell win the standards war (God forbid!) they can remotely upgrade the resident modem code and their installed base. This is a significant reasons why USR retains >80% of ISP market share. I plan to continue to be patient with my USRX holdings. It has paid off handsomely so far! JR

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