USRX /COMS - and other "stuff" Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : USRX /COMS - and other "stuff"

COMS 0.00170

0.0%

Feb 6 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Price Monger who wrote (212)	4/2/1997 10:47:00 AM
From: Hassell Anderson	of 5244

Monger, Yeah I saw it. I like that $149 price tag too. I think the transition to fast ethernet will benefit COMS in spite of the NIC price cuts as companies upgrade their huge installed base of 10M NIC's along with hubs/switches. Should benefit COMS the way the shift from 486 to pentium benefited INTC. Did you see Bill Fleckenstein on Squawk Box this morning? He said he has covered his short positions in networking. That's a real good sign. An issue that occurred to me after the ASND/CSCC merger is that COMS/USRX will be the only network outfit with a substantial presence in both the business and consumer markets. I would think that this could provide COMS/USRX with some earnings stability that the market usually rewards with a higher multiple. I think that USRX's initiative to make cable modems a retail product rather than something you lease from the cable company is a good strategy. Hassell

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next