What is up with USRX? Its exploding! News? 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 : What is up with USRX? Its exploding! News?

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Mary Ann Shubaily who wrote (35)	7/17/1996 12:20:00 PM
From: Jim Patterson	of 82

First forget what you paid for the stock. Weather you have a gain or a loss, that eliminates a lot of emotional bagage. Next Do you think that the stock can go higher or lower. Where are support and reistance levels. Do you think earnings will be better that expected or worse ? base your decesion on these kind of things. Last you asked my opinion. I am short the stock. Yes they should beat ##, they have only said that they are 3-4 times. If they don't, then look out. So why am I short a company that I expect to beat earnings ? DIMD, BOCI, ZOOM. all having trouble in the modem buisness. Is USRX immune ?? I don't think so. SERA, CRUS, MOT, all having trouble in the modem chip market. USRX buys from these guys. That dosen't look good. Last, about 4 weeks ago, I heard that USRX built 7 weeks of channal inventory in the quarter. They have been unable to do this for 18 months. I think that is a bad sign as there are only 12 weeks in a quarter. I will probably add on an earnings related spike up. Hope that helps Jim

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next