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Technology Stocks : COMS/USRX

COMS 0.00130

-87.0%

Nov 7 9:30 AM EST

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To: kech who wrote (1064)	3/22/1997 7:46:00 PM
From: Price Monger	of 1384

Tom, Thanks. Do you know Benhamou or something? Your speculation is that he's doing a good job... and that R&D is good for the company so you don't see any reason to criticize him for not stating his intention to increase expenditures in that area, and I guess you think he has handled the press well... at least adequately... and you chalk the stock drop up to the market overdoing things... and you don't think that not mentioning the fact that gross margins were maintained during the 3rd quarter was important to shareholders...that the transition to 10/100baseT NICs happened more quickly than most people realized... and that none of these things, if disclosed, would have made a difference in public opinion. Please correct my assumptions regarding your opinions.

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