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Technology Stocks : COMS & the Ghost of USRX w/ other STUFF
COMS 0.00130-18.8%Nov 7 11:47 AM EST
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To: Jeffery E. Forrest who wrote (442)6/13/1997 6:35:00 PM
From: David Lawrence   of 22053
 
>>...and 33.6 Kbps modems, having transitioned to commodity status.
Both markets have become extremely competitive, leading to significant
price erosion, depressed gross margins and channel price protection
charges.

During these periods of slower demand, lower sales and abundant
products, the Company has been attempting to reduce its distribution
channel inventories, which has contributed to shortfalls in revenue."


Odd that "beta max" product, aka x2, is selling like hotcakes, and USR
is reportorting record revenues and profits. A table, if you please:

AMBUSH AT THE OK CORRAL

Diamond, et al USRX
------------------------------------- ----------------------------
During these periods of slower demand High demand in all channels

lower sales record revenues

and abundant products can't keep 'em on the shelves

attempting to reduce its distribution 90% of shelf space going to
channel inventories USR to satisfy demand

contributed to shortfalls in revenue leading to record revenues

transitioned to commodity status no competitive products
anywhere

leading to significant price erosion, Prices strong, margins several
depressed gross margins hundred basis points higher
at all time record levels

channel price protection charges All channel inventory viable
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