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Technology Stocks : COMS & the Ghost of USRX w/ other STUFF
COMS 0.001300.0%Dec 18 4:00 PM EST

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To: Scrapps who wrote (17641)11/11/1998 12:55:00 PM
From: Elroy  Read Replies (2) of 22053
 
Makin' money = nope, but doing much better than 3 months ago...

3Com portfolio is doing mixed...

COMS - (so so) Originally bought as USRX. Still underwater, but optimistic.
BELFA - (hurray) Sells magnetic components to COMS' LAN business. Stock is going through the roof.
SMSI - (yuck) Sells fax software which is bundled with COMS' modems. Stock is in a complete funk, but SMSI's revenue recognition lags COMS' sales by 3 months, so hopefully next quarter or two for SMSI should show growth.
AWRE - (kaboom!) You know the story.

Elroy
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