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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 (14148)	3/24/1998 12:15:00 PM
From: jhild	Read Replies (1) \| Respond to of 22053

A Cramer article from the Street.com posted on the ASND thread: Message 3818153 Includes a mention of COMS.

To: Moonray who wrote (14148)	3/24/1998 2:59:00 PM
From: jhild	Read Replies (1) \| Respond to of 22053

If anyone is interested, or for that matter even there to read this before it happens, CNBC is about to do a preview of COMS earnings in a few minutes. Edit: The report. Bob Pisani reported that COMS report today after the close is expected to report .14. [No news there.] He reports that analysts want to hear in the conference call about new product cycle, they want to see inventory levels down to 6-8 weeks, see if the ROK warning applies to COMS as well. They want to see what COMS pricing on NICs is, what their strategy in the small network marketplace, find out how they are going to leverage into new modems (cable modems, etc.) and maintain their market share. [Hey, I would like to know that too. Before the close would be convenient for me thank you.]