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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 (9954)	12/2/1997 7:12:00 PM
From: Linda Pearson	Read Replies (5) \| Respond to of 22053

On CNBC, a Bear Stearns analyst said about the conference call: 1) They applaude the decision of the company 2) By lowering inventory is shock therapy 3) The larger the shortfall now, the better off the company will be going forward 4) Demand in encouraging; market drivers for sector there 5) Negative: Asian problems 6) After this inventory problem...maybe about a quarter and $200 million ....they will do very, very well. Not verbatim, just trying to read my chicken scratch. Just added to my position again at 3:25 today. So needless to say, I am very intent on finding out what the heck is going in??!?!?! Linda