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Technology Stocks : COMS/USRX

COMS 0.00130

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Nov 4 10:50 AM EST

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To: David Lawrence who wrote (1034)	3/21/1997 12:57:00 AM
From: Price Monger	of 1384

David, Forgot one point. The 10 -> 100 transition happened with 60% of the market being 10/100 NIC (soon to be 100%). That's why margins are up. Intel didn't diminish absolute gross margins, Benhamou spent some of his increased gross margin to kick ass on Intel, and then .... you know the rest. The more I study this, the more I see that he really pumped the system... it's up from here!!!!!

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