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Technology Stocks : COMS & the Ghost of USRX w/ other STUFF
COMS 0.001300.0%Nov 7 11:47 AM EST

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To: Pancho Villa who wrote (10306)12/7/1997 11:46:00 AM
From: Dee Jay  Read Replies (3) of 22053
 
it seems everyone is pointing the finger at US Robotics' inventories but 3COMs own product lines in the systems sector are also bloated in the channel, being at least 50% above the "new" target:

"... five to seven weeks of networking systems, such as hubs and switches... Although distribution channel supplies of network cards finished that month at the equivalent of five weeks" sales, supplies of modems and systems finished at 10 weeks" and nine weeks" sales, respectively..."

Dee Jay
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