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Strategies & Market Trends : Roger's 1997 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: craig crawford who wrote (7416)	11/21/1997 1:49:00 PM
From: Pancho Villa	Respond to of 9285

Craig, Thanks for the info. Still the big picture for me is that COMS is a great company in a growing market. It is not so easy to see the complete picture of the dynamics in each market companies like COMS are in (perhaps you can), depth of R/D programs etc. On the technical side I can tell you are much more knowledgable than I am, and when I have questions I do go to people like you. Actually, you have answered a few already with an A grade! However, I hope the trees are not keeping you from seeing the forest. I am used to the short product life cycles, price reductions, dynamics of competition, etc. in technology as I guess you also are. I do trade in and out of tech stocks due to their volatility. Last time I sold COMS I did at 56. Where we disagree is on whether this stock is a short at these price levels. There is definitely a finite probability that you may see 25 again no arguing against that but the upside risk at current levels is significant and that is why I will continue to hold. Regards, Pancho