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

To: Thomas Scharf who wrote (10450)	11/13/1997 3:08:00 PM
From: sepku	Read Replies (4) \| Respond to of 77400

CSCO is just aching for a drop...a shame too, considering I'm dying to short the hell out of it at 85 or so. I hope this pig catches COMS' cold. There is a lot of profit that people are sitting on, and I bet their trigger fingers are nervously hovering over that redial button to their brokers. Let's get one last fake rally so I can take my position...then derail this roller coaster. Style Pts.

To: Thomas Scharf who wrote (10450)	11/13/1997 8:42:00 PM
From: TonyE	Respond to of 77400

thomas scharf said: 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. ----- To which I respond <GOING OFF TOPIC> I dunno about modem cards being replaced, at the current pace of technology, people tend to buy a whole new computer every two years or so. HDSL and ADSL are interesting (I also own some PAIR stock) but I believe the real winner will be USB. A computer with an USB will be able to connect to a cable/HDSL/ASDL/IDSN external modem with no problem. In fact, if high speed connectivity becomes the norm, then I would dare say that it will be offered in external adaptors leased by your local phone/cable operator and connected to your computer via an easy to configure USB port. Which means that the analog modem will be dead. In any event, neither 3Com nor USXR are making much noise in ADSL/HDSL/cable modems, the players are different and, yes, Cisco is involved in it. So perhaps you're right, the on board modem will not be implemented, except for very low end, el cheapo dial up network computers. Sounds perfect for the AOL'er crowd: the 33.3K AOL PC. Tony

To: Thomas Scharf who wrote (10450)	11/14/1997 6:59:00 PM
From: DownSouth	Read Replies (2) \| Respond to of 77400

> 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. ummm...but even if my motherboard has a builtin modem, I don't have to replace the motherboard to upgrade the modem. All i have to do is buy a new modem card. That means I will have spent LESS money because the first modem I bought was on the motherboard and probably added just a few bucks to the system cost. Follow me?