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To: craig crawford who wrote (15577)5/8/1998 7:23:00 AM
From: Glenn D. Rudolph  Read Replies (1) | Respond to of 45548
 
COMS: DAIN RAUSCHER W made new estimate for fiscal year ending
05/98 of $0.67 on 05/06/98
COMS: DAIN RAUSCHER W made new estimate for fiscal year ending
05/99 of $1.25 on 05/06/98
COMS: DAIN RAUSCHER W made new estimate for quarter ending
02/99 of $0.34 on 05/06/98
COMS: DAIN RAUSCHER W made new estimate for quarter ending
05/98 of $0.18 on 05/06/98
COMS: DAIN RAUSCHER W made new estimate for quarter ending
05/99 of $0.39 on 05/06/98
COMS: DAIN RAUSCHER W made new estimate for quarter ending
08/98 of $0.23 on 05/06/98
COMS: DAIN RAUSCHER W made new estimate for quarter ending
11/98 of $0.29 on 05/06/98



To: craig crawford who wrote (15577)5/8/1998 9:05:00 AM
From: David Lawrence  Read Replies (1) | Respond to of 45548
 
>>They [Rockwell] hurt the whole industry in the process and hurt the consumer as well by delaying the 56K standards.

Craig, you are wrong. Period. It was Rockwell that stonewalled the ITU standard while they struggled to come up with a competing product. The press releases heralded the great cooperation between Roockwell, Lucent and Motorola, but in fact there was none. There were no meetings, and there was no sharing of technology. The only thing they had in common was lack of a viable product and a mutual desire to stall x2, which was their sole accomplishment. When it became obvious that V.pcm on the server side was relatively easy to implement, Lucent (which has little presence on the client side) dropped their marriage of convenience with Rockwell like a hot rock and supported USR at the ITU and voted down Rockwell's alternative.

>>The simple fact is that USRX tried to monopolize the modem market with their proprietary technology, and in the process their flawed strategy backfired.

If true, it's also true of Rockwell and their proprietary technology. It was a political battle, and everyone lost in the short term.



To: craig crawford who wrote (15577)5/9/1998 10:43:00 AM
From: AreWeThereYet  Respond to of 45548
 
Craig,
I respect your opinion a lot but it is USR who brought up the 56k technology to the industy. LU and ROK just trying to stop USR dominate the modem market as v.34 which may slow the acceptance of their xDSL technology. I admitted that USR was greedy at that time, if not COMS (good relationship with LU) take-over, the 56k issue may still not resolved. In this modem standard war, LU is the winner and both USR and ROK are losers.

aC