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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: Hassell Anderson who wrote (1103)	3/26/1997 11:25:00 PM
From: Price Monger	of 1384

Hassell, I don't think I'll ever get this right. Well that last set of fomulas has a flaw. It was 40% price discount, which may have been far more than a 40% margin discount (that's why I bought into the 60% total sales so quickly). So back to the start again. Doesn't add up even though they say it does. Creative accounting at work. Who knows what really happened. We do know that COMS is replacing 10Mb NICs with 10/100Mb NICs at a rate of around 400-500k units per quarter. So by the end of the year well over half of their sales will be 10/100Mb NICs and with the price reduction it will likely happend much more quickly than that.

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