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

To: Lost in New York who wrote (10449)	11/13/1997 2:57:00 PM
From: Thomas Scharf	Read Replies (3) \| Respond to of 77400

Installing the modem on the motherboard is a straight forward engineering problem. The risks and mitigations are easily understood and dealt with. No magic required. That said, I believe that it will not happen for a while because modem technology is still changing and it is a lot less expensive and more logical to replace a modem card than to replace the entire motherboard when you want to upgrade a system. Eventually, regular modems will become standardized and will go on the motherboard just like the keyboard interface and the serial ports, but by then we will all be buying plug-in ADSL modems or cable modems. Communications technology continues to too fast to standardize it on the motherboard so there will always be a niche for manufacturers of add-on cards. They just have to keep up with or lead the technology curve.