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

To: Fred Fahmy who wrote (9138)11/13/1997 4:29:00 AM
From: Dwight E. Karlsen  Read Replies (1) | Respond to of 22053
 
Hi Fred..early risers here...or night hawks..what're you looking at for tomorrow? When thinking of the DD, don't discount QNTM. If you follow the company you know that DLT is a protected franchise, growing at 100% y/y for the past several qtrs, projected to continue at that pace for the next several qtrs. DLT is estimated to be 60% of profits, according to Lehman Bros. Other than that, I'm going to be buying CPQ tomorrow. I averaged down in QNTM today near the close, dangerous, but irresistable. You going to buy some COMS here? If I have any money left I want to average down here too. (Spoken like a true fool -G-).

DK



To: Fred Fahmy who wrote (9138)11/13/1997 8:51:00 PM
From: David Lawrence  Read Replies (1) | Respond to of 22053
 
Hi Fred. Yep, 3Com must be about to board up the windows. We're not going back north until the next CC, IMO.

Unfortunately, I got caught not paying attention on APM. I'm trying to decide now if I should wait it out or take my losses. That's the only DD I had, unless you count DGN.


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