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Technology Stocks : ZOOM : is the Best / Most Underpriced Stock on Nasdaq -- Ignore unavailable to you. Want to Upgrade?

To: David Lawrence who wrote (2269)	10/5/1998 3:03:00 PM
From: shane forbes	Read Replies (1) \| Respond to of 2493

ROK's new chipset cost: Rockwell's USB modem chipsets will ship the first week in October and are priced at $35 in OEM volumes of 10,000 Said to be "comparable" to non-USB modem chipset costs though my guess is that those are down to $25-30(?). Shane.

To: David Lawrence who wrote (2269)	10/5/1998 9:58:00 PM
From: Leo Mitkievicz	Read Replies (3) \| Respond to of 2493

Hi David Thanks again for your responses. Hope you don't mind if I post this from our PM discussion. Perhaps some will find it of interest. Don't know who you have for cable. Suspect it's not the best because of your obviously negative bias. I am in an area where Cox is completing a big push to bring high speed internet access (via @home) across a difficult and fragmented metro area. Service is pretty good for a cable company, while not close to telco reliability. Unfortunately it won't get to me out here on the fringes for another few months. The neat thing though, is that my very good little local internet provider tells me they have barely noticed the few defections even though Cox high speed access now overlaps most of their service area. The bookkeeper there tells me they have lost only 3 or 4 subscribers to Cox. (my guess: out of maybe 3 to 4 thousand total.) As i said they are a very good IP with a reputation for customer service and assistance. COX (as most of the cable companies) is widely disliked here for its insensitivity to customer service and constantly rising cable bills. Plus the choice of channels they provide ...plain sucks. If there is anything to be learned here it is that widespread customer acceptance of high speed access is likely to take a lot more time than most on SI can imagine. And this, of course, is good for ZOOM. Regards, Leo