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Technology Stocks : Rockwell on the prowl? -- Ignore unavailable to you. Want to Upgrade?

To: David Lawrence who wrote (87)	11/2/1997 6:44:00 PM
From: FACTUAL	Read Replies (1) \| Respond to of 152

Looking at the weekend advertisments, IBM HP and COMPAQ are using Flex. Even worse for x2 the big three are getting share (Despite USRX interesting claims I challenge you to find the big three PC manufacturers bundling with x2. If you do please give model number or the day of the advertisment along with the periodicals name). In Japan so is NEC and Fujitsu and Toshiba. In Korea so is Samsung. ROK continues to ship the same dollars in chips as does USRX in boxes . Since ratio of box to chip price is about 1/4, looks as if ROK outships USRX by a factor of 4. If ROK is getting hurt it sure is not in their financials like USRX reporting a $160m loss for the April-May timeframe. x2 modem customers are like Cardinal which also filed for bankruptcy ( got bought by Hayes) and Newcom which cannot even go public! Just as you cannot judge x2 by the financial condition of its retail box vendors ( excluding USRX ) similarly you cannot judge Flex ( excluding ROK)). Furthermore, COMS is down from $80 to $40. ROK is at $49 but you have to add the $12 of value spun off during the Aerospace deal and the automotive deal. That put ROK at about 61 close to its high of 70. Looks like x2 has lost the war. Will have to wait for reality to hit everyone. Cheers