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

To: simonds who wrote (9242)	11/14/1997 3:03:00 PM
From: jhild	Respond to of 22053

Simonds, it looks to me like k56 will have to blink first. Suing your customers, like BAY, is long term not good business practice. ROK is not nearly in the same position of strength as MSFT threatening CPQ or DELL. (BAY can get chips from LU for instance). It looks like they are fighting from the downhill side of this issue, possibly even having purloined the underlying technical ideas that make it possible, and unrepentantly thumbing their nose at the patent holder. 56kbs technology won't be nearly enough access speed to the internet as time goes by. There are competing technologies that are scrambling to deploy now. COMS makes the full range of connectivity solutions. 56K x2 is just one of several technologies they are licensing. ROK should be focusing on the future and not growling over the past. I think they should admit their mistake and move on. As a stockholder I want profits, forget the pride. I just can't believe that it is in the interests of the rest of the k56Flex consortium to continue the battle for a market with a closing window of opportunity. All it does is speed the move to the next faster technology. This transition looks more revenue neutral to me for COMS than it does for ROK.