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

To: Moonray who wrote (9525)	11/19/1997 9:43:00 PM
From: Andrei Rogosin	Respond to of 22053

Thank you Moonray, that was the one I was looking for. I suppose it would be hard to book too many sales this quarter if it only shipped in November but I think they will be moving a lot of those in the coming months. I still can't really grasp why Benhamou would totally and miserably blow a quarter (as some analysts seem to be predicting) to bring inventory into line especially if the modems aren't selling well (until standard) in the first place. I wonder if concentrator sales are also suffering. One would think that ISPs buy ports when they need them and have less fexiblity in waiting for a standard. I hope we get some sort of statement soon -- the thought of another month of this semi-blind speculation is just too much. BTW, I read where John Chambers thinks e-commerce estimates are understated and that Cisco will capitalize on this wave to the tune of 20 billion in annual revenues by 2000. Actually I hope he's right because that kind of growth would have to mean good times at Coms also. My fingers are crossed. PS Your newshound skills never cease to amaze... Thanks again.