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

-18.8%

Nov 7 11:47 AM EST

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To: Greg Jung who wrote (8875)	11/8/1997 5:37:00 PM
From: uu	Read Replies (1) of 22053

Greg: You state: > on the long side -xyln at 10-14, asnd at 15-18 - and balance with > a short (ASAP) on Cisco ride from 84 to 60. JMO. I don't have a > guess for 3com. Why would you say 15-18 for ASND? I think even with the earnings downgrades for ASND the $40 range is appropriate (considering its continuing 5-10% sequentioal growth quarter after quaret). Its current price of around $23 is the extreme opposite and as ridiculous as it is when the stock was at $80! As for Cisco I agree with you. However the problem I see if CSCO starts to fall COMS and ASND may get the punishment again by reasons of association (eventhough they have already not only been punished but in fact executed revolutionary style and it will be sort of like shooting at a dead body over and over and over and over and....!). Regards, Addi Jamshidi

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