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

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Nov 4 10:50 AM EST

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To: WebDrone who wrote (17136)	8/23/1998 2:15:00 PM
From: Pullin-GS	Read Replies (1) of 22053

The 'Drone made 5% Friday on AAPL- how'd you do? About the same thank you very much (hows that shoe-leather taste, as in foot-in mouth???). I have been long CrAAPL some time now...with a target of $43, but for reasons that smart-money already knows, I am holding. I learned a long time ago that trading stocks has little to do with fundamentals.... I also played these on Friday: I made ANOTHER 8% on COMS (two flips), and about the same on SEEK. And another 5% on a SPYG short. All these trades where realized gains. You cant have profits until ya sell. ;-) Think long and hard about the above statement come Monday morning at 9:30 eastern. <VBG> My iMac hooks up perfectly to my littel tiny local ISP, because my ISP uses 3Com gear, which complies with standards. As I said before it is not the providers complying with standards, it is the CrAAPL modem that chokes on anything but V.90 at the highest level (53kKbps). As soon as the provider forces a down-shift due to line issues, or just outright not supporting V.90 Apple users bite into a big black-hole of a worm that disconnects 'em. Not cool. Case-in-point as to why this happened (IMO of course)...I had a feeling about this one some months back. Have you ever heard of a company called GVIL? I used to trade them as a proxy to AAPL moves brought on by handouts from bill gates, Steve J. and his OS hype, etc. I would not touch AAPL, but would trade the company that would ride the AAPL wave...by the time AAPL news hit, it was already sky-high, so find a beat-down company that is sure to gain in a few hours/days after AAPL makes its run. The strategy worked ever time (as in 100%). Anyway GVIL had a monopoly of sorts as the supplier for all packaged modems that shipped with AAPL products. If you had a modem pakaged with your Apple? Most likely it was made by GVIL. A long-standing partnership with AAPL was the basis for a completely compatible product lineage. But guess what? BOCI bought out GVIL's modem line some months ago...and along with BOCI management/modems came problems with the partnership and quality of any products they used....AAPL chose to do things differently.....a pretty risky move considering that iMAC was to be the people's Internet computer and it relied 100% on the quality of the modem. CrAAPL gampled and CrAAPL lost. I blame it on Jobs and all who run CaAAPL for letting this simple problem give the "come-back-apple" a black eye. I almost sold at $40 right after this happened....heck if I was smart I would have. ...but I chose to gamble and I won. ;-) Regards...

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