John,
Good post! I have to go somewhere's in a little while,
so I'll listen in on the cc sometime later. I read
the earnings report, and it seems to show enough so
that PR would have to really do something dumb to
screw up the cc...but I'm paranoid, so you never know...
>>...If not for the poison pill they probably would have been gone already. After todays numbers any company could justify the fight to
their shareholders. IMO that would not be good for
COMS long term holders,,, but we traders would smile.<<
I'm not sure I understand. I think you're saying that for long
term shareholders it would be better to want a takeover? Am
I correct?
My opinion is that I hope not, because they have a good chance
of doing well in the future...heck, it even looks like
profit margins went up, which I thought would be too early still,
and this is a big beef with a lot of ANALysts.
But, COMS has covered itself extremely well as far
as fitting into the telecom movement of the future:
1) They're are leaders in the voice/data convergence.
2) They have very strong ties with SIEMENS so they'll be able
to participate in the telecom data network movement.
3) Their emphasis on the telecom-data growth is very strong
in the desktop area. For ex. videoconferencing on Lans,
Intranets, etc. IMO, they're miles ahead of everybody on
this. That's one of their prime niches (imo).
But, we're probably 'too early' for this part of
the future to make a solid dent in earnings. That's why
we need x2 Modems, NICs, etc. to prop the company for
a while ('98).
Let me know what you get out of the cc...
thanks,
joe |
