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

To: Dick Smith who wrote (15313)	5/8/1998 2:29:00 PM
From: W.F.Rakecky	Respond to of 22053

Can anyone list the modem OEMS? or do I find it on the web page?

To: Dick Smith who wrote (15313)	5/8/1998 5:08:00 PM
From: joe	Respond to of 22053

My dear 'ghosts' amigos; Dick Smith wrote; >>One of their comments was of interest: They said that most new computers were shipping with 56K modems already installed, which is the reason they believed that they had not seen a massive pickup in sales of ANY brand of modems even with the V.90 announcement. If this is true, we should be looking more at OEM modem deals (at which 3Com has done pretty well) more than the retail channel, for indicators in desktop modem sales.<< WOW!! This makes a shtlad of sense!! I thought about it before, but didn't hang on the concept long enough. Anyway, my next most immediate thought is: During the H&Q, Eric B. said that there was gong to be a "big PC anouncement" soon. Anybody remember that?? Well, a few days later, TCI cable contract was announced, but I never thought that was 'the big PC announcement'. If there is still a big PC announcement to be made, then that may solve all around problems for a while... Wadayathink?? joe PS. If you want to tell me not to get my hopes up...I'll understand ...<ggg> ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Here's previous Brief.com statement during the H&Q conference. ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ To: jhild (15336 ) From: joe Wednesday, Apr 29 1998 4:26PM ET Reply # of 15589 From Brief.com ------------------------------------------------ 3Com Corp. computer networking concern said at the Hambrecht&Quist conference that current sales channel inventory is excellent with operating margins improving to 16%-20% in several quarters; expenses are viewed to be "flat to down" in the coming quarters; also sees one major PC modem announcement in the current quarter..... ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

To: Dick Smith who wrote (15313)	5/11/1998 4:19:00 PM
From: Moonray	Respond to of 22053

BT, Other Telecom Companies, Seek New Transmission Standard London, May 11 (Bloomberg) -- British Telecommunications Plc said it and other major international phone companies are joining an industry group aiming to set a global standard for sending voice, data and video over copper telephone lines. The addition of Britain's BT, Germany's Deutsche Telekom AG, France Telecom SA, Singapore Telecommunications Ltd., and Japan's Nippon Telegraph & Telephone Corp. to the group is likely to bolster its effort to achieve a global standard for the technology, the companies said. The Universal ADSL Working Group -- which already has 80 member companies including computer companies like Compaq Computer Corp. and Microsoft Corp. together with U.S. local phone companies including BellSouth Corp. and equipment makers like Nortel Ltd. -- wants the endorsement of the International Telecommunications Union, which coordinates international standards, by September or October. ADSL is viewed as a crucial technology for telephone companies around the world as they compete with cable companies and other competitors to offer cheap, fast access to the Internet and multimedia services without having to invest in totally new infrastructure. With the addition of the companies announced today, the group said it now has members representing more than one-third of the world's phone lines. That kind of mass support is considered vital before a global standard is set, and a necessary precursor to significant investment by telephone companies in equipment necessary to deploy the technology. Known as ADSL or asymmetric digital subscriber line, the technology allows consumers to access the Internet with new modems over their phone lines as much as 30 times faster than they can with many of the most advanced modems on the market. o~~~ O