Martin, never underestimate INTC, Rockwell, and Compaq. You are a die-hard COMS' fan. COMS is a fine company. But it doesn't necessarily justify your bitching other great companies. INTC, Rockwell, and Compaq deserve our respect! Never underestimate INTC, Rockwell, and Compaq! They have proved that to their doubters over and over again.
COMS making ATM products. But it is not even in top five. COMS making RAS. But it is behind ASND and CSCO. COMS making ADSL. But it is far behind Westell, Rockwell, MOT, ACLTEL(sp?), PAIR, and now TI. COMS making NIC. But it has to compete hard with likes like INTC. What is more, NIC is not strictly a high margin hi-tech products rather a commodity which can be designed and manufactured by any quality network/communication companies.
I just jumped into COMS today because I believe it may bouce back in coming weeks and doing great after two or three Qtrs. But I think it is harmful to love and hype a company blindly.
Regards, |
