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

To: Jeffery E. Forrest who wrote (9012)	11/11/1997 7:49:00 PM
From: Bill Ulrich	Read Replies (1) \| Respond to of 22053

Yeah, their 56K position/opinion seems a little ambiguous to me... techstocks.com -MrB

To: Jeffery E. Forrest who wrote (9012)	11/11/1997 7:58:00 PM
From: Andrei Rogosin	Respond to of 22053

I was wondering if you have any thoughts about the price action in Coms and what our next support might be. We are at a PE of 15 for FY98 (assuming ~$2.30) and a PE of 12.9 looking at the next 4 quarters ($2.71) starting 12/97.

To: Jeffery E. Forrest who wrote (9012)	11/11/1997 8:12:00 PM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 22053

Bay Networks says plans to sue Rockwell Reuters Story - November 11, 1997 18:32 %IND %US %DPR %BUS BAY ROK COMS V%REUTER P%RTR SAN FRANCISCO, Nov. 11 (Reuters) - Bay Networks Inc said Tuesday it is "unequivocably" in compliance with its licensing pact with Rockwell Semiconductor Systems and plans a countersuit in response to Rockwell's breach-of-contract lawsuit. Earlier, Rockwell Semiconductor Systems, a unit of Rockwell International said it was suing Bay Networks for breach of contract for its licensing of Rockwell's K56flex high-speed modem technology. "We are absolutely outraged and we have always maintained 100 percent compliance with our agreement with Rockwell," said John Sieg, a vice president at Bay Networks. Sieg, who is the general manager of digital signal processing group at Bay Networks, said that he believes Rockwell is suing Bay because Bay also supports a rival modem technology for its customers. Rockwell's K56flex modem technology competes with 3Com Corp's US Robotics 56K modem technology. "They have been banging their heads with USR's camp," Sieg said. "We have agreements with both of them."