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

To: David Lawrence who wrote (13975)	3/18/1998 10:51:00 PM
From: jhild	Read Replies (1) \| Respond to of 22053

Yeah, I know, and I'm not throwing stones at them, so much as wondering how this is going to sort itself out. Because hey, that was then and this is now. All I'm interested in is what's cooking with my stock now.

To: David Lawrence who wrote (13975)	3/18/1998 11:13:00 PM
From: Moonray	Read Replies (1) \| Respond to of 22053

Insider Name Shrs Trd (000) Date Price Rel COWELL CASEY G -100 11/05/97 44.62 O MCCARTNEY JOHN -40 10/24/97 47.31 P MCCARTNEY JOHN -75 10/24/97 47.81 P MCCARTNEY JOHN -50 10/24/97 47.88 P MCCARTNEY JOHN -20 10/24/97 48.87 P MCCARTNEY JOHN -10 10/24/97 48.00 P MCCARTNEY JOHN -15 10/24/97 48.13 P MCCARTNEY JOHN -12 10/24/97 47.38 P MCCARTNEY JOHN -10 10/24/97 47.94 P MCCARTNEY JOHN -100 10/23/97 47.52 P MCCARTNEY JOHN -20 10/21/97 48.63 P MANIRE ROSS W -20 10/21/97 50.75 VP MANIRE ROSS W -26 10/21/97 50.88 VP MCCARTNEY JOHN -30 10/21/97 49.82 P MANIRE ROSS W -34 10/21/97 50.88 VP MANIRE ROSS W -10 10/21/97 52.00 VP JOHNSON STEPHEN C -10 10/21/97 50.68 D MANIRE ROSS W -10 10/21/97 50.50 VP MCCARTNEY JOHN -10 10/21/97 48.32 P MCCARTNEY JOHN -10 10/14/97 48.19 P o~~~ O

To: David Lawrence who wrote (13975)	3/19/1998 2:21:00 AM
From: Scrapps	Read Replies (1) \| Respond to of 22053

Good point David. I don't buy the assumption, made by some, that something wrong (channel stuffing) was intentionally done by the USRX management before the merger in order to profit. The people running USRX had a long history of properly managing the company. It is my guess what happened to USRX in getting stuck with an overly stuffed channel...is the same thing which happened to ROK and others. The lack of a standard brought the 56K market to a screeching halt. And that wasn't predicted by the vast majority. Using history as a guide told us good marketing would move the product. But what I think was unforeseen...was the modem users were now much more savvy to the online world then before. That's an opinion from an old robot who still thinks the merger was backassward. Has anyone other than me noticed that every time COMS stock is ready to go up...they rain on their own parade? Cooked books, inventory, SEC requests the books get redone and now layoffs.