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Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?


To: MulhollandDrive who wrote (10437)11/13/1997 10:57:00 AM
From: Zoltan!  Read Replies (1) | Respond to of 77400
 
I think what Dell did is a portend of things to come.

Regards



To: MulhollandDrive who wrote (10437)11/13/1997 12:28:00 PM
From: TonyE  Read Replies (2) | Respond to of 77400
 
Betty Ann Poe said:
Duncan, what's your take on COMS? Besides "inventory" in the pipeline, do you think there is a real possibility of a "mother board" installed modem in the not too distant future, I've always wondered about the USRX deal....bp
-------

To which I interject:

Allow me to answer this too.... a 'motherboard installed' modem is
a certainty, but I believe it will be manufactured by Intel as part
of a support chip set in the same way that parallel and serial IO is
now part of the motherboard, this makes a lot of sense since a modem
is just an application of a serial IO port and it makes a lot
of sense to bundle a driver that can be recognized and used by
built-in Windows applications such as a Explorer and hyperterminal.

Think of the built in modem as a very cheap way to implement
dial up networking. No need to use third party stuff, it should be
part of the computer just as the mouse has become a part of the
built in interfaces (remember bus mice???).

Also, look for video, USB and ethernet to be incorporated by Intel. I'm not quite so sure about EIDE, SCSI and Firewire.

Note too the tie up recently between cable modems using USB and
Cisco, Intel, Sony, etc....

USXR modems will soon go the way of the add on IO boards and
memory expansion cards. Only speciality items such as RS422, ISDN,
Digicards, and the like will continue as they are niche markets for
specialized users.

Tony



To: MulhollandDrive who wrote (10437)11/13/1997 12:32:00 PM
From: Ibexx  Read Replies (2) | Respond to of 77400
 
betty,

COMS has a real problem of product mix--too heavily into commodity products (modems and NICs) and not a solid end-to-end solution to compete with CSCO.

Did you read a post of mine 3 months ago on the Tech Option thread?

My analysis on the networkers was more or less borne out.

Ibexx

PS: not all bargains are true bargains. Cheap is not value. (Remember ASND?)