>>the perception of coms has changed. it is seen as large, but without focus. the inventory problem has worried the big guns and the usrx debacle is still an open wound. usrx purchase will continue to tarnish how mgmt is viewed. mgmt needs to guide us better through the q.<<
I agree in spirit...but for me, what's more accurate is to
say that, yes, inventory problem is definitely taken care of,
COMS has indeed made a very strong sign of a turnaround,
lots of their products are selling well, and better than
expected which says a lot about the future of the company,
when these nicely selling products become much
more mainstream.
BUT, COMS said sales will be flat this summer. (This quarter
and part of the one after)....now personally, I don't
believe this as I've stated a few times...but investor's
are not rushing to get in yet. There's still some
hesitation by some...otherwise, we why did we break
through 30 again. There would be constant demand at 30+.
(Unless the internets, really sucked up the $$ from
the rest of the market...which I can't believe...that
$$ anyways is going back to the big caps - msft,csco,dell...) |
