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

-87.0%

Nov 7 11:47 AM EST

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To: djane who wrote (15727)	5/31/1998 9:04:00 PM
From: John Lengyel	Read Replies (2) of 22053

<<Dell'Oro's influential data has limited implications. Dell'Oro strictly measures a company's initial sales, often to resellers or distributors rather than to customers. Those transactions don't necessarily equate to final sales to end customers. If products are piling up in the channel, user demand might be lower than Dell'Oro's numbers suggest.Dell'Oro's influential data has limited implications. Dell'Oro strictly measures a company's initial sales, often to resellers or distributors rather than to customers. Those transactions don't necessarily equate to final sales to end customers. If products are piling up in the channel, user demand might be lower than Dell'Oro's numbers suggest.>> COMS has been trying to reduce channel inventories so this study may not be indicative of their market share. Just a hopeful thought.

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