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Technology Stocks : COMS & the Ghost of USRX w/ other STUFF -- Ignore unavailable to you. Want to Upgrade?

To: Moonray who wrote (8706)	11/6/1997 9:53:00 AM
From: jhild	Respond to of 22053

Interesting that the top 2 in each category are x2. Especially since there have been claims recently that K56 had shipped more units. Now numbers shipped and best modems are apples and oranges, but it continues to be my observation at computer stores that x2 occupies greater mind space in the presentation of merchandise. Gives me at least the impression of greater sales. Coupled with better product evaluations, the reports seem a bit exaggerated about K56 acceptance.

To: Moonray who wrote (8706)	11/6/1997 11:34:00 AM
From: DMaA	Respond to of 22053

Are you smarter than an anal-yst? From Smart Money Interactive: As late as Oct. 24, of the 22 analysts who followed Oxford, 18 rated the company either a Strong Buy or a Buy, according to Zacks Investment Research. Even the most pessimistic analyst expected the company to earn 40 cents a share. . . . On Tuesday, Oxford rubbed salt in the wounds when it reported a net loss of 99 cents a share --11 cents lower than its week-old warning. Oxford's stock traded down 1 7/16 or 5.7% Wednesday to close at 23 7/8. Just eight days ago, the company had been trading at $72 a share. Insider selling not important? At the end of August, [CEO]Wiggins sold 210,000 shares of Oxford stock at an average price of $73. Wiggins told The Wall Street Journal that he sold them to pay taxes on options he had recently exercised that were about to expire. One last thing to remember: The lesson of Oxford will be a hard one for many earnings-obsessed analysts to absorb -- that quarterly earnings are something companies can and do "manage." Oh, and BTW, I think the answer to my question above is yes.