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

To: simonds who wrote (16401)	6/24/1998 11:46:00 PM
From: David Lawrence	Respond to of 22053

>The remote access growth must be a surprise to everyone, especially since data from research folks indicated ASND was the market topdog. To some, perhaps, but not to most. It was widely know that Ascend's "gain" and 3Com's "loss" of systems market share was because it's a measurement of shipments into the sales channel, and 3Com was clearing the channel by deliberately not shipping into it. Nonetheless, your point about good margins and a sequential uptick in systems shipments (despite lower unit prices) is a very strong positive.