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Non-Tech : Bill Wexler's Dog Pound -- Ignore unavailable to you. Want to Upgrade?

To: Bill Wexler who wrote (5208)	12/3/1999 4:27:00 PM
From: Bill Wexler	Read Replies (3) \| Respond to of 10293

COMS......hmmmmm. I find it disturbing that COMS didn't budge during a powerful two-day rally. Granted it has moved up quite a bit over the last 6 weeks or so...but. Makes me think that perhaps most of the good news has been priced into the stock (i.e. the Palm IPO) and perhaps the bad news is worse than I thought (i.e. the core business is still under tremendous pressure). Conclusion...I don't think the stock is going to blow up, but it may be dead money as we wait for the spinoff. Change the STRONG BUY to a hold. Pick up more shares on a deep pullback (say mid 30s).