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

To: Moonray who wrote (10336)	12/8/1997 8:35:00 PM
From: DMaA	Read Replies (1) \| Respond to of 22053

>>12-month $50 per share target price.<< Don't get too excited.

To: Moonray who wrote (10336)	12/8/1997 10:29:00 PM
From: Dee Jay	Read Replies (5) \| Respond to of 22053

hey, Moon, what do you think about the impact of the impending standard on all those modems clogging the channel? I mean, if you're a consumer with any sort of savvy why would you buy a modem that will require upgrading when, if you wait a month or two, the dealers will have the "standard" firmware models on the shelf? Oh, anyone with any tech expertise and/or any computer knowledge at all won't be deterred from taking a modem that'll need a firware upgrade (as long as it's free), but then there's Joe Sixpack who is getting a computer for the family and would equate downloading with brain surgery or rocket science. The only thing I can see happening that will clear the need-to-upgrade models is a clearance price on said boards, either via an even bigger rebate or a pure cut in the shelf price. I'd treat those boards as 1997 cars when the 1998's are now about to enter the showrooms. Any comments on that speculation? Dee Jay