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Strategies & Market Trends : Z Best Place to Talk Stocks

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To: Larry S. who wrote (15570)8/2/1998 6:16:00 PM
From: Paul Dubsky  Read Replies (1) of 53068
 
COMS
Larry, Dan Z, Ron, Susan, et al
"Looks like" COMS wants to stabalize at $24.50, but will it? Is it a fake out headed to $20, or a true bottom, headed back up to $30? All in short term trading terms, of course....

Long term, can anyone argue that, fundamentally, COMS should be a $50 - $75 stock? It's trading well below its peer group, with CSCO trading a multiples triple to what COMS is. Sure, CSCO is CSCO, but really, are they worth 3x COMS? Even lame ASND, even after Friday's sell-off, is trading 2.5x COMS' valuation. What am I missing? COMS is trying to capture the "Always Connected" tradename, and with connectivity being paramount on everyone's minds, don't you think they're sitting pretty?

Thanks for any sobering comments before I plop down my money in COMS.
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