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

To: Glenn D. Rudolph who wrote (9005)	11/11/1997 8:07:00 PM
From: simonds	Read Replies (1) \| Respond to of 22053

Glenn, here are a couple of things you might be interested in: 1) There are so much scare about ethernet on motherboard early this year that COMS business in lan chip has been growing quietly unnoticed. Remember, if you stuff the chip onto motherboard, someone has to write software drivers for this thing. How much support can you get from INTC on software? If you're an (_!_)ist, you need to reevaluate their adapter business in this light? 2) A friend in Asia indicated that Taiwanese is dumping low cost 10/100mb ethernet adapters. It's a problem, but COMS should be able handle it with their new plant in Singapore. 3) The economic problem in Asia should play into COMS advantage in the area of hubs/switches. Why? The answer is STACKABLE. If they're broke, they'll buy one piece at a time instead of getting the whole chassis. COMS can neutralize competition on adapters by bundling them with deals on switches. This should also be true for South America. 4) I was looking at the Sheraton deal. This is for over 100 hotels worldwide with 300-400 rooms each. What a promotion deal. 5) The 3500 seems to be a hit. I don't know if that'll contribute to the Q2 bottom line. 6) My only concern is the effect of 56k modem war on TotalControl. Regards, Simonds

To: Glenn D. Rudolph who wrote (9005)	11/11/1997 8:10:00 PM
From: Bill Ulrich	Read Replies (1) \| Respond to of 22053

Glenn, from the Bay site inre: 'both at the same time': "...Our architecture means that the two 56K technologies can co-reside in the 5000 MSX platform, and be managed through one system..." baynetworks.com It suggest that you can have both at the same time...am I misinterpreting this? -MrB

To: Glenn D. Rudolph who wrote (9005)	11/11/1997 8:18:00 PM
From: Scrapps	Read Replies (1) \| Respond to of 22053

Bay Networks says plans to sue Rockwell SAN FRANCISCO, Nov. 11 (Reuters) - Bay Networks Inc said Tuesday it is ''unequivocably'' in compliance with its licensing pact with Rockwell Semiconductor Systems and plans a countersuit in response to Rockwell's breach-of-contract lawsuit. Earlier, Rockwell Semiconductor Systems, a unit of Rockwell International (NYSE:ROK - news) said it was suing Bay Networks for breach of contract for its licensing of Rockwell's K56flex high-speed modem technology. ''We are absolutely outraged and we have always maintained 100 percent compliance with our agreement with Rockwell,'' said John Sieg, a vice president at Bay Networks. Sieg, who is the general manager of digital signal processing group at Bay Networks, said that he believes Rockwell is suing Bay because Bay also supports a rival modem technology for its customers. Rockwell's K56flex modem technology competes with 3Com Corp's (Nasdaq:COMS - news) US Robotics 56K modem technology. ''They have been banging their heads with USR's camp,'' Sieg said. ''We have agreements with both of them.''

To: Glenn D. Rudolph who wrote (9005)	11/11/1997 9:27:00 PM
From: Lucas Hsu	Read Replies (1) \| Respond to of 22053

You wrote: <<Bay's top end RAC will support 56K Flex or x2. Not both in the same RAC at the same time. I have no idea what their contract with Crockwell may be.>> This is NOT true. The RAC (the MSX 5000 I think) supports x2 and KFlex simultaneously. One can put in various combinations of x2/Kflex cards...10--12 cards to a RAC. Saw the demo at Interop in Atlanta last month. Hope this helps, Lucas