Silicon Investor (SI) -- The First Internet Community

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 : COMS & the Ghost of USRX w/ other STUFF -- Ignore unavailable to you. Want to Upgrade?

To: David Lawrence who wrote (9000)	11/11/1997 5:24:00 PM
From: drmorgan	Read Replies (2) \| Respond to of 22053

By the way, I believe this is >>> #9000 <<< Another golden opportunity and I blew it! :o(

To: David Lawrence who wrote (9000)	11/11/1997 7:12:00 PM
From: simonds	Respond to of 22053

Or this could serve as a warning to those who want to insert X2 in their RAS. ROK's recent earnings release showed that the 56k war costs them only about 6% hit on their earnings(down to 14.6% of total contribution from 20.7% in 1996). Could it be that the RAS folks in k56flex camps are unhappy with this war of attrition? The 6% hit on ROK is one thing, but it must be hell on ASND. If I was ASND mgmt, I would wire up a couple of X2 modems onto TNT, and call up the ROKs. Also notice the recent AT&T worldNet decision to add x2 services to 15 more cities in the US. It most likely is a $ decision, but interesting nonetheless. Regards, Simonds.