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: Scrapps who wrote (10026)	12/3/1997 1:21:00 PM
From: jhild	Read Replies (3) of 22053

Just finished watching Eric B. and I am a little disappointed that he seemed a little evasive to me. He was very uncomfortable remarking on current and future sales volumes, preferring to fall back on the more prepared aspects of his remarks about inventory modeling. Also it seems that the trouble in Asia is getting to be an old saw now. A few weeks ago, people said COMS wouldn't be so affected as their sales dependency in Asia was only 15%. Now I hear him using it as an excuse, that their sales dependency is in the teens as a percentage. Right now after doing Christmas shopping and listening to Christmas music, I am in a charitable mood, the tech market notwithstanding. I want to believe, but his well chosen words worry me. Not so much what he said - which is on message as to the release yesterday - as what he wouldn't say. What I wanted him to say was "And jhild out there on SI, just hang in there on your COMS position. This inventory thing is a mere short term triffle. You will be amply rewarded in the fullness of time."

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