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

To: W.F.Rakecky who wrote (15360)	5/12/1998 10:23:00 AM
From: Moonray	Read Replies (2) \| Respond to of 22053

WF, the x2/Kflex battle was long ago settled in 3COM's favor as tallied by Boardwatch Magazine and this "Tasty Bit": tbtf.com We have moved on to the next battle in the modem wars, the V.90 field of battle. The 10 largest national ISPs are well covered by their previous choice of x2. Most Kflex oems are covered by also selling x2 and will be quick pick up 3COM's V.90 should the Flex upgraded V.90 flavor fail. I prefer that 3COM delay its V.90 "horn tooting" for 6 months or so. This will allow a slow ramp-up V.90 without stuffing channels. It became apparent to me that 3COM has more V.90 business than inventory when last week I upgraded my x2 to V.90 and was told I will have to wait 2 weeks for my new V.90 modem which is now on back order. The V.90 battle will be a protracted engagement with the eventual winner not declared until next year. From the above article: "We would expect to see an almost implausible range of operating performance from modems all purporting to be V.90 compatible. We'll have a standard, but it won't be very standard with regard to performance." o~~~ O