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: John Lengyel who wrote (15742)	5/31/1998 9:33:00 PM
From: joe	Read Replies (1) of 22053

>>COMS has been trying to reduce channel inventories so this study may not be indicative of their market share. Just a hopeful thought.<< Good point! From the logic that Dell'Oro's numbers are acquired, then reducing channel inventories would show significant lowering in sales and market share. But reducing channel inventories is an excellent way to put long-term value into the company. It gives the company better control of inventories, better relationships with sales, lowers expenses, and eventually the ANALysts love it. We just have to be patient. I think nobody knows jack do-do about the final numbers, including the ANALysts. For one thing, they're too entrenched in their own interests. Better to just do as much homework on your own, keep questioning everything and learning all the time. In the long run this will give us a better feel for the facts than what the ANALyst have (unless they have specific insider numbers). To COMS & the Ghost of USRX w/ other STUFF: I expect a thank you for answering one of your threads questions :o). Or you can just tell me I'm full of sh*t - I'll take it in a warm-hearted way <gg>

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