USRX Message Board - Msg: 652835

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Technology Stocks : USRX

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To: Janice Shell who wrote (8031)	1/13/1997 7:54:00 PM
From: Dwight E. Karlsen	of 18024

Janice, what do you think of Tabby's link to the Boca warning about having a bad qtr ending 12-31-96? Makes me nervous about what the reaction will be with USRX. I agree with Tabby that it may mean that USR out-sold Boca big-time in the 4th calendar qtr. After all, that's what we've all been predicting here, right? However, I didn't like the reference to "Industry-wide excess inventory". Seems like Boca wants to drag all the other modem-maker stocks down with them. The Boca blood-bath tomorrow will be interesting, as long as the blood doesn't slosh onto USRX...Hmm..maybe I should give my broker a call and check out the availability of Boca shares. Good short? Dwight

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