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

To: David Lawrence who wrote (16486)	6/28/1998 12:13:00 AM
From: MarkM	Respond to of 22053

Am playing COMS on paper @ $26. My concern is where do we go in the short term? Long term looks safe. But will we lose the big earnings burst? I think we'll see a little more weakness this week, then oscillate flat for while until the next big Yen fiasco about mid-July. A big bad dip, then start building into the fall. Will probably be back around 30 - 32 by later August. Any feedback? I play some stocks on paper to gain experience and force myself to pay attention to various stocks. Others I buy - like Pairgain @ 13.5. Ha-ha!

To: David Lawrence who wrote (16486)	6/28/1998 8:36:00 PM
From: Moonray	Respond to of 22053

Rockwell Multifunction V.90/HomePNA Chipsets Newsbytes - June 26, 1998: 1:58 p.m. ET NEWPORT BEACH, CALIFORNIA, U.S.A. Rockwell Semiconductor Systems [NYSE:ROK] will release a family of multifunction V.90 chipsets for modem vendors. The chipsets, officials say, will support a combination of home networking -- the Home Phone Networking Alliance (HomePNA) technology announced recently by AMD, Intel, National Semiconductor (a stripped down version of the IEEE 802.11 Ethernet standard, working at around 1 megabit per second) -- plus the V.90 56k modem standard and Asymmetric Digital Subscriber Line (ADSL) modem facilities. As reported yesterday by Newsbytes, the HomePNA technology will allow end users to exchange data, play games interactively, and share high speed Internet access, across their existing home phone lines, although the "reach" of the system is solely within one home, so home users must have two or more PCs to use the technology. Rockwell's is planning for the first product in the new chipset range to be introduced by the end of the year and will provide a combination of home networking and V.90 modem capabilities. Future products, officials say, will provide increasing levels of connectivity, including built-in support for ADSL. This will allow the user to simultaneously use the telephone, transmit home networking data, and access the Internet. Kevin Strong, Rockwell's marketing director, said that vendor products that support HomePNA will require the same kind of versatile, multi- function connectivity technology that the firm released in its RipTide audio and modem chipsets. "Combining home networking with V.90 and ADSL modem capabilities into a single system will reduce costs, provide a single card for easy system integration, and present one convenient RJ-11 jack to the user," he explained. Rockwell Semiconductor Systems' Web site is located at rss.rockwell.com . o~~~ O