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

To: David Lawrence who wrote (9128)	11/12/1997 11:59:00 PM
From: drmorgan	Respond to of 22053

Interview with Michael Dell, this may have been posted but can't remember, especially after today! LT: Does Dell have any plans to grow in the area of networking products? Dell: The history of large computer companies like HP [Hewlett-Packard Co.], IBM, and Digital [Equipment Corp.] in the networking business is that basically they didn't succeed relative to more focused companies like Cisco [Systems Inc.], 3Com [Corp.], and Bay Networks [Inc.]. Our approach is, instead of trying to compete with those companies, to partner with them. So you see Dell with a very strong alliance with 3Com and in fact we sell a lot of 3Com products. We don't have any intentions of getting into that business. uworld.com Derek

To: David Lawrence who wrote (9128)	11/13/1997 3:58:00 AM
From: Crzy Joe	Respond to of 22053

David, Y'know, I've always wondered if Ascend's biggest mistake was not join x2. Ascend hurt themselves bad due to the ROK delays, and other misc. technical screw-ups. IF Ascend were to have gone x2, would the ITU standards still be delayed this long? If Ascend were to have gone x2, would Ascend or 3Coms stock have suffered this much? If Ascend were to have gone x2, would Lucent even have bothered with ROK? All these IF's. Oh well c'est la vie, what's done is done.

To: David Lawrence who wrote (9128)	11/13/1997 4:19:00 AM
From: Fred Fahmy	Read Replies (2) \| Respond to of 22053

Hi David, So....tell me....while I have been off playing on the other threads, did COMS go out of business??? Judging by the stock action I assume they must be getting ready to file chapter 13 <ggg>. Oh well, looks like irrational exuberance has turned into irrational pessimism. With respect to the DD's, I feel like I caught the last chopper out of Saigon. Got out of APM in mid 20's with a small gain. Got out of WDC at 35 and 54 with huge profits. I always said that the drive stocks are like playing with dynamite in a mine field. Phewww!......that was close! Good luck, FF

To: David Lawrence who wrote (9128)	11/13/1997 3:16:00 PM
From: Jeffery E. Forrest	Read Replies (3) \| Respond to of 22053

Did you see NSS today (broke under 20) or do you prefer not to look at it?<G>

To: David Lawrence who wrote (9128)	11/13/1997 8:44:00 PM
From: David Lawrence	Read Replies (1) \| Respond to of 22053

Last night I said..... It looks like there is an excellent chance my limit orders on CA (68.25) and NVLS (36) will execute tomorrow. I may not catch the low, but why be a pig..... Too bad I'll be out of pocket, it could be ye another interesting day. I see I was dead on target. Both orders filled, with NVLS closing at 38.25 and CA closing at 68.25. Now for the rest of em..... By the way, I mentioned a couple of drillers last night also. The other driller I'm holding is PKD (@ $5.75). I wasn't sure if I really wanted to add to my position, since I could not understand what was drive the price down, except possibly the fear of dilution from a 10 million share offering. However, management seems to have a feeling about the current valuation, with this news out today..... TULSA, Okla., Nov. 13 /PRNewswire/ -- Parker Drilling Company today announced it has elected to withdraw its offering of 10 million shares of common stock. "We felt strongly that at the current price, the market was undervaluing the strength and prospects of the company," said Robert L. Parker Jr., president and chief executive officer. "The company believes the withdrawal of the offering will not impact our ability to complete our planned capital expenditure program," he added. A worldwide oil and gas drilling contractor, Parker Drilling specializes in land and transition zone offshore drilling and the rental of specialized oil tools. Hummmmm.