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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 (10593)	12/12/1997 12:05:00 PM
From: Dwight E. Karlsen	Respond to of 22053

...and an Action Tec internal 56K data/fax modem priced at $79." A friend of mine just bought a Motorola 56K voice/fax modem for $79. I paid $219 for a USR 56K voice/fax modem the first of June 97. 3Com's modem margins are probably non-existent right now, maybe even losing money. To ignore severe price deflation due to oversupply in the market-place is dangerous. See DD makers. Even the one most insulated from the 1.2GB/3.0GB products (where price cutting was most pronounced), QNTM, just announced that they will miss expectations by over 50%. DK