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

To: W D J Moore who wrote (9148)	11/13/1997 9:17:00 PM
From: Fred Fahmy	Respond to of 22053

David, When I reach a conclusion I will be sure to share it. COMS weakness has been amazing. Could it be possible that ASND will pass COMS?? BAY is just about to pass us. I'm think David U. is correct that we can't expect much until the next conference call. It will be interesting to see how huge the short position has become next time these numbers are published. This stock is now trading at trailing P/E around 16. And if COMS makes the new reduced 98 EPS estimates it is trading at a forward P/E of around 14! This is truly amazing given the general growth prospects of the industry and COMS solid position within it. Could things really be this bad? Could COMS long term prospects have changed that much overnight?? Is the market completely over reacting to what might be one weak quarter?? I guess we'll know in about 5-6 weeks. Good luck, FF