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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)6/1/1998 12:18:00 AM
From: David Lawrence  Read Replies (2) of 22053
 
That is a good observation, John. Four quarters ago Dell 'Oro's report showed 3Com gaining large market share; we know know that a lot of those sales were building channel inventory, and not sell-through. There is every reason to believe that the opposite is true - 3Com has focused on reducing channel inventory be slowing or stopping initial sales into the channel. The new channel model will give a much more balanced view of sell-through in the future.
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