SI
SI
discoversearch

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: Elroy who wrote (15028)4/25/1998 9:24:00 PM
From: Scrapps  Respond to of 22053
 
Well Elroy, that is a fine piece of homework you've done! One would wonder just how fast an increase in modem sales at 3Com would reflect in the bottom line at SMSI.

I don't know if one month would reflect anything substantial...however on a quarterly basis it should be evident, AND we must consider if the over abundance of inventory has ceased to have a trickle down effect.



To: Elroy who wrote (15028)4/25/1998 10:19:00 PM
From: David Lawrence  Read Replies (1) | Respond to of 22053
 
It might be worth inquiring what percentage of client modems get bundled with the Smith Micro software.

If my recollection is correct, there have been a few bumps in the USR/Smith relationship over the past few years.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News