Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Scrapps who wrote (9084)	11/12/1997 4:41:00 PM
From: Eric	Read Replies (1) \| Respond to of 22053

We are almost to "blood in the streets" but have a little bit more to go. This Asian thing is the excuse....sad but true. Tonite and tomorrow will be interesting. I would like to be the fly on the wall of Eric B's office right now!

To: Scrapps who wrote (9084)	11/12/1997 5:11:00 PM
From: Dee Jay	Respond to of 22053

I believe, in the context of the entire article and the sentences preceding it, that Eric B. is saying "right now we don't know how much inventory is in the channel and we're working diligently to find out. We'll have that resolved by January" i.e., they'll know the extent of the inventory that could (I'm not saying it will) be subject to return and therefore impact the financials accordingly. Given the huge drop in sales revealed only in the footnote in the quarterly statement and mounting evidence that corporate sales of modems aren't meeting expectations this is what is worrying some analysts. If Robotics were still a standalone company the impact would be much more apparent than it is now. Dee Jay