USRX Message Board - Msg: 893098

STOCKTALK

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 Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: damniseedemons who wrote (13705)	2/27/1997 2:05:00 AM
From: Fred Fahmy	of 18024

Sal, << And I also think that the non-upgradeability of some 56k ROK chips will make for a compelling argument.>> I can't believe people are suggesting that ROK is going to go before the standards body and say "you really should go with us because our products are inferior, crippled and can't be upgraded". It is even harder to believe that they would even consider such an argument. I think a more compelling argument would be for USRX to say "hey look 70% of the people who access the internet do so through ISP's that have already endorsed x2". At any rate, the eventual standard is irrelevant to USRX since their modems are easily upgraded to whatever becomes the standard. The important thing is that x2 will help USRX (which already has by far the greatest modem market share) gain even more market share. ROK based modems will lose market share because companies like Cardinal which previously used ROK chipsets will now use x2 technology. Megahertz also will obviosuly no longer use ROK. IMO, you continue to grossly underestimate x2's potential in the stock market and consumer market. FF

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next