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Technology Stocks : USRX /COMS - and other "stuff"
COMS 0.00130-18.8%Nov 7 11:47 AM EST

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To: Hassell Anderson who wrote (4290)5/28/1997 1:46:00 PM
From: Glenn D. Rudolph   of 5244
 
With the analysts tripping over themselves to upgrade the networkers, do you thinkg it is time to start selling? I sold BAY again today (I couldn't resist) and half my USRX. I'm now down to 24% of my portfolio in networkers about evenly split between CSCO, COMS and USRX. I could see buying BAY back if it drifts, but I don't think I'd chase it. I picked up some APM and HMTT. Got some XO last week. Hassell, You have a point about the analysts tripping over each other to upgrade networkers. That typically would indicate a top just as when they were tripping over each other to downgrade them while they were at a bottom. I am still heavy into networkers but it is time I diversify more. Thank you for bringing that to my attention. BTW, what do you think about INTC threatening to cut off DEC? INTC should be careful or they could start getting some scrutiny from the Justice Dept. Could be real interesting if DEC embraces the K6. Gonna be a fun one to watch. I sold my INTC so I would love to see them get some real competition. Also, I'm tired of watching them threaten other companies such as COMS. I did read the entire text about INTC cutting off DEC only the headlines. However, the Justice Department could easily get involved. INTC has close to a monopoly now. I am waiting on DEC's statement. Glenn
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