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Technology Stocks : USRX

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To: damniseedemons who wrote (7329)1/2/1997 4:13:00 PM
From: Keith Howells   of 18024
 
Sal,
Do you know why H&Q changed their opinion on USRX. I wonder if it was because of the supposed overall weakness in computer sales during the Christmas period? Perhaps they feel if Dell did not meet sales goals, and USRX sells them modems, neither would USRX.
I am also a little confused as to why you would dump all USRX shares unless you're playing the short term ups and downs. USRX said earlier that they felt comfortable with earnings estimates for this year. We went throught the earnings scare last quarter but nothing ever came of it. What changed your mind? -Keith-
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