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

To: Jeffery E. Forrest who wrote (9965)	12/2/1997 10:34:00 PM
From: drmorgan	Read Replies (1) \| Respond to of 22053

CNET take on COMS inventory cuts, don't think anything new here... news.com Derek

To: Jeffery E. Forrest who wrote (9965)	12/2/1997 10:45:00 PM
From: Pullin-GS	Read Replies (1) \| Respond to of 22053

At least a dead cat bounce for the COMS traders....long term I'm not so sure. If Mr. Lawrence can shead some light on his thoughts it would be appreciated....thanks. My views on the COMS thread (please disregard snootyness <G>): exchange2000.com

To: Jeffery E. Forrest who wrote (9965)	12/3/1997 1:24:00 AM
From: Scrapps	Respond to of 22053

>>>COMS has been beat up pretty good already should do well now that the uncertainty is taken away.<<< Good point Jeff, and may I add with the uncertainty removed we now have a better understanding of what management will do to stay competitive...unlike other companies such as Assend or CS. Remember USR was selling 33.6K modems long after they introduced the 56K, also with less product in the channel transition to & introduction of new product models will be quicker.