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: jhild who wrote (10035)	12/3/1997 1:35:00 PM
From: Lost in New York	Read Replies (1) of 22053

Just finished watching Eric B. and I am a little disappointed that he seemed a little evasive to me. ... Asia is getting to be an old saw ... 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. I didn't really get that impression. He's obviously no Bill Clinton/Mario Cuomo (My two favorite slimeballs) when it comes to public speaking. The key point that I took away is that "America & Europe sales out of the distribution channel grew/growing at market rates." or words to that effect. Also the Asian crisis is only a month or two old and and an honest comment for knocking a few points off their growth rate. 2 cents: Apparently every CSCO bull who thinks that CSCO will rule that world believes that there is no problems in Asia for themselves. Anyway, that's what I think. Dave

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