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

To: David Lawrence who wrote (10506)	12/11/1997 12:04:00 PM
From: Scrapps	Read Replies (2) \| Respond to of 22053

Whew...I was getting ready to downgrade my rating on you! <GG> To a uh...I don't know, from a Umm...who knows. Thought you were going to let Crotty's ISP posts sneak through here, but true to form you snuck up and bit them in the ass. :o) I love this thread! :o)

To: David Lawrence who wrote (10506)	12/11/1997 2:09:00 PM
From: Larry Tomblin	Read Replies (1) \| Respond to of 22053

David... The 56k of choice does not play here. Not IMO: The rules drastically change when the ITU intervenes and as hindsight is 20/20 and plays big in todays news...you may hit the nail on the head tomorrow, respectfully. Adoption or news of 56KFlex into ITU standards turned the playing field into a muddy mess. The communications industry you reference is what? IBM and AOL and others you mention. Yes, their POS (point of sale) is end user based and x2, quite possibly tighter technology, is the hardware of choice there. Does that choice matter when telecommunications industry cash cows like Nortel, Ericcson, Lucent, others and bigger (non-telco but very interested) players, patent holders and developers lay in the backround to seize the opportunity to follow leaders and stick like glue to specs as outlined by governing bodies? I don't think so. Best Wishes Larry

To: David Lawrence who wrote (10506)	12/11/1997 8:48:00 PM
From: Dee Jay	Read Replies (2) \| Respond to of 22053

so who bought those 1.5 million K56Flex ports from Ascend alone? You said: "Excuse me? What "telecommunications industry"? MCI? Sprint? At&T? Netcom? IBM? AOL? Compuserve? Those guys are the "telecommunications industry", at least insofar as consumer Internet access goes. And, they overwhelming run x2 based boxes." Telecommunications as a term applies to far more than certain trunk carriers - WorldCom (which picked up C-Serve if I recall correctly, UUNET, etc. have got to be included in that general category, D. U. Dee Jay