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To: steve harris who wrote (95464)	1/9/2000 10:36:00 AM
From: Joseph Beltran	Respond to of 186894

Steve, re. equating the COMS situation with INTC: I don't think the situations are similar... COMS had acquired USRX at a steep, steep premium and shortly afterwards we had the asian crisis...In retrospect it seems that (aside from the negative consequences of the asian crisis) COMS was (1) overly-optimistic about what USRX could contribute to its bottom line and (2) was never able to develop a line of products which allowed them to compete against CISCO....Personally, I don't think COMS' "management" is anywhere near the caliber of management at CISCO OR INTC.. BTW, the palm pilot was developed by USRX before its acquisition by COMS. The fact that COMS is now "spinning off" the palm pilot division is, IMHO, a tacit admission by COMS that its original acquisition of USRX was a bust.. regards