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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?


To: Rande Is who wrote (21557)3/2/2000 12:15:00 PM
From: Bruta  Read Replies (1) | Respond to of 57584
 
COMS vs. LU: opposite strategies...
LU is divesting the slow parts of the biz to concentrate on the red hot optics, COMS is getting rid of the (only?) bright spot in its offerings.



To: Rande Is who wrote (21557)3/2/2000 9:34:00 PM
From: HG  Read Replies (1) | Respond to of 57584
 
Rande...I'm confused about your thinking regarding COMS...

I guess there is a rumor that distribution is 1:1.5 but that has not been outlined or written down anywhere. In fact CNBC clarified this morning that the distribution proportion had not yet been decided....

That being so...what do you see in COMS ??

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