COMS & the Ghost of USRX w/ other STUFF Message Board

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Technology Stocks : COMS & the Ghost of USRX w/ other STUFF

COMS 0.00130

-13.3%

Nov 7 11:47 AM EST

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To: jas cooper who wrote (5655)	9/23/1997 4:41:00 PM
From: Glenn D. Rudolph	of 22053

This is the final reply I received from Mr. Johnson. He never did answer my question: Unfortunately RS&Co has a policy that prohibits the firm's research analysts from corresponding with investors whom are not clients of the firm. Paul Johnson > -----Original Message----- > From: Glenn Rudolph [SMTP:grudolph@highwaygds.net] > Sent: Tuesday, September 23, 1997 3:10 PM > To: Paul Johnson > Subject: RE: your email > > > Mr Johnson: > > I believe you changed the subject. I will answer your question but > feel an > answer to mine would be appropriate. I subscribe to both multinet and > bloomberg. > > I am a reasonably large individual investor that does a great deal of > research to make my investment and short term trading decisions. I > have > answered your questions and would you please answer mine? > > How much of a part did the Cisco AS5300 play in your downgrade of > Ascend? That is all I am asking. > > Again, I thank you in advance. > > Glenn > > > ---------- > >From: Paul Johnson <Paul_Johnson@rsco.com> > >To: "'Glenn Rudolph'" <grudolph@highwaygds.net> > >Subject: RE: your email > >Date: Tue, 23 Sep 1997 10:05:58 -0700 > > > >Why don't we start at the beginning of this relationship? Who are > you? > >And why should I care what you think? Are you a paying client of > this > >firm? How did you get my comments? > > > >The stock has been straight-up since I down-graded the stock. My > impact > >is minor, if not negative. I am not so sure that you should be that > >worried about what I have to say. > > > >Paul Johnson > > > > > >> -----Original Message----- > >> From: Glenn Rudolph [SMTP:grudolph@highwaygds.net] > >> Sent: Tuesday, September 23, 1997 12:45 PM > >> To: Paul Johnson > >> Subject: Re: your email > >> > >> > >> Dear Mr. Johnson: > >> > >> I did reread your reports. You expressed major concern regarding > the > >> earnings of Ascend due to a competing product by Cisco that you > >> admittedly > >> knew nothing about. Your only source of information was industry > >> publications and you did not even state which publication those may > >> be. > >> > >> You made it clear that the Cisco's AS5300 RAC was a real threat to > >> Ascend. > >> How did you come to that conclusion? You also downgraded Ascend > based > >> on > >> increased competition of RACs manufactured by competitors. > >> > >> How much of a part did the Cisco AS5300 play in your downgrade of > >> Ascend? > >> > >> You asked why I care what you have to say. The answer is simple. > You > >> and > >> your firm are highly respected in the high tech investment sector. > >> Your > >> statements affect the market's reaction to the specific security in > >> question. It would be difficult for me to give any credence to an > >> upgrade or > >> downgrade by you if you are using rumors only to make your > decisions. > >> > >> I thank you in advance for your reply. > >> > >> > >> Very truly yours, > >> > >> > >> > >> Glenn D. Rudolph > >> ---------- > >> >From: Paul Johnson <Paul_Johnson@rsco.com> > >> >To: "'grudolph@highwaygds.net'" <grudolph@highwaygds.net> > >> >Subject: your email > >> >Date: Tue, 23 Sep 1997 09:24:26 -0700 > >> > > >> >Why do you care what I have to say? > >> > > >> >You obviously have no idea what point I was trying to make. Read > the > >> >reports again and the point might become clear. Then we can > discuss > >> it. > >> > > >> >Paul Johnson > >> > > >

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