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Technology Stocks : COMS/USRX
COMS 0.00130-67.5%Nov 7 11:47 AM EST
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To: Tom Nguyen who wrote (763)3/12/1997 3:20:00 AM
From: ben luong   of 1384
 
Tom, I am not saying in a long term, COMS/USRX merger is a
bad deal. I just felt Cowdell (the USRX CEO, however you want to spell his name) is betraying us, the shareholders, by announcing
the merger at the wrong time and by selling USRX cheap
(only 1.75 shares COMS for 1 share USRX).

The merger could have been announced after USRX has its initial sales number of X2 modem and after USRX has made its commanding lead (as far as setting 56K modem standard goes) in
the 56K modem business. It is only until then that USRX can be sold out for a much better price!!!

USRX is a company that has shown at least 30% EPS growth
annually, good debt/equity ratio, good P/E (at least now) and
it is the leader in modem business (what better can you ask for it -
USRX is consistently outperforming its competitors in the last 2 years)
The stock is grossly undervalued.

COMS is NOT the leader in the networking business (CSCO is) and
I don't know much about 3 COM and WANs in general. I plan to
hold USRX long term, but I think I am going to sell COMS
shares if the merger deal unfortunately passes. I would rather
putn my money in a fast growing networking company rather than in COMS.

Cowdell could have been an excellent leader but he is a no-brainer
as far as preserving shareholder values.
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