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Technology Stocks : USRX

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To: Scrapps who wrote (16475)3/24/1997 9:20:00 PM
From: Glenn D. Rudolph   of 18024
 
And did anyone really believe COMS price would drop like it
has...including the insiders?? Ah hum, remember the Feb. 80s (sorry),
everyone saw the tech. sector as strong, no one saw the tech. wreck
coming.


Scapps,

I don't believe most people foresaw this large a drop.

I never followed COMS. The merger has brought COMS to us as we all know. My research has shown COMS to be one of the weakest of the networking companies. Their gross margins are the smallest of all groups. Their main products (NIC cards) are coming under very strong pricing pressure especially with the CSCO/SMSC alliance.

I understand this is the USRX thread but with the current relationship, does anyonehave a good feeling about the future of COMS? I looked way back in the thread and have only found negative comments about COMS.

Glenn
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