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Technology Stocks : USRX

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To: Glenn D. Rudolph who wrote (16082)3/20/1997 3:52:00 PM
From: Milan Shah   of 18024
 
It is my humble opinion that COMS and USRX will both head north quickly if the report is good and the conference call goes well.

IMVHO, if COMS comes out with good earnings/positive outlook, it is CSCO that will shoot up!

I think what spooks everyone about COMS/USRX is that merging two massive companies is a very, very difficult thing to do. The politics involved are just way too much. (eg. What happens to the VP of Marketing at USRX? While that is being decided, what do you think happens to the marketing of X2 and Total Control?).

To dig out of a situation like this takes ages. By the time they do, the entire networking technology scene would have changed atleast twice over.

Milan
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