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Strategies & Market Trends : The ultimate play:STRADDLES on earnings announcements.
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To: Jeng Chiu who wrote (26)7/9/1996 12:43:00 AM
From: Andy Chen   of 140
 
regarding US Robotics.

modems may enter an inventory glut similar to CD-rom and disk-drive
manufacturers. however, I am very bullish on USRX for the long-term
in the sense that their technology will be applied to cable and other
mediums of transmission. 80-90/share is a little bit high for short-term
investing. USRX is the only company who has NOT declined due to PC
inventory glut. I will be careful not to be over-bullish about the company.
but, by all means, it will do well over next 5-6 years.
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