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

To: Scrapps who wrote (15024)	4/25/1998 9:23:00 AM
From: Janice Shell	Read Replies (1) \| Respond to of 22053

Ole and Jeff were the ones who chiefly followed Arch. I do Astrikos, as you know. Actually the site's changed quite a bit--lots more stuff, and I gotta say Rainsford's calls are bang on most of the time. They're also now doing "compatibility charts"--see whether the stock you're interested in is right for YOU. astrikos.com Janice

To: Scrapps who wrote (15024)	4/25/1998 7:34:00 PM
From: Elroy	Read Replies (2) \| Respond to of 22053

Another data point on 3Com's modem sales... There is a company called Smith Micro Software (SMSI) that sells communications software, including fax modem software. They are pretty small, doing about $3+ million per quarter, and are barely profitable. What does this have to do with 3Com? According to SMSI's SEC filings and annual reports, they derive about 35%+ of their annual revenue from 3Com, and sell fax software to 3Com which is bundled along with the modems. SMSI hasn't been doing too well in the past few quarters, and they attribute much of their problems to the V.90 standard issue and resulting 56 Kbps modem sales slowdown. SMSI's on a regular December fiscal year, so their quarterly reporting is a month after 3Com's. Revenues for the March quarter were essentially flat with the December quarter, so if there is going was any modem sales pickup from the ITU standardizing on V.90 in February, SMSI hasn't seen it yet. I've emailed the IR edpartment to ask if they saw any pick up in 3Com modem software revenue in March. If they respond, I'll post their comments. No idea how good a proxy this company will be for 3Com modem sales, but probably its worth monitoring SMSI's quarterly for those that are interested in estimating 3Com's modem sales. Elroy