To: craig crawford who wrote (17678 ) 6/18/1998 3:31:00 AM From: joe Read Replies (1) | Respond to of 45548
OK, CRAWFORD, you want to do a little mud slinging, read on. >>So if I complain about manipulation, postulate that modem sales must surely be picking up, fantasize about COMS being bought out etc., COMS is going to magically rise?<< CRAWFORD, you're an idiot, if you're inferring that's what I meant. Save it for somebody else. >>I suggest you give everyone on the thread a break<< If anybody needs a break from somebody, it's from you. Wherever you go you have this 'endearing' habit of making everybody pissed off at you. I still haven't figured out if it's your posting/investing strategy (given your use of sentiment indicators) or if your just a natural born *SSHL*. I suspect it's both and would go as far as to say it probably a nasty habit that runs strongly in the family. >>My stance hasn't changed.<< That's my point. Your mind's made up no matter what you hear. Some form of brain lock, stubborness, pride, and conceit to just scratch the surface. >>Modem sales are still lethargic<< No sh*t sherlock!! The question is will they pick up strongly at some time in the future. I've stated my reasons why I think they will, and am looking for clues to see if it will come about. Unlike you, I don't look at COMS from one day to the next. I'm taking a long-term position -- I think your familiar with this concept being that you own CIEN for the very same reasons. I'm not looking for miracles this quarter, but I'm looking for some progress. Turnaround stories actually do happen CRAWFORD. >>If COMS management doesn't anticipate a quick turnaround in their business I suggest they sell the company as quickly as possible for whatever they can get.<< If worse comes to worse, sure, that's the next logical step any investor would want. Personally, I don't think they've reached that point and have a ways to go. >>Asia is even worse off, and COMS is experiencing continued pricing pressure.<< How do you know? You have any facts to back this up with? That's what's I call substantial evidence which I'm looking for. I'm not looking for fairy tales, I'm looking for the raw facts on this. >>Sure, the channel is cleared somewhat, but at the expense of sales.<< That was last quarter. We're trying to see what the status is this quarter. >>practically everyone has given up on the stock. << Agree 100%. >>Estimates continue to be hacked at on practically a daily basis<< How convenient. You usually rail on ANALyst, telling us how people getting paid MILLIONS of $$ can't do 1/10 the job you could do for much less. But when it helps your argument, you have no problems using their estimates. >> Promises by COMS management continue to go unfulfilled.<< Specifics needed, not trite generalities. That's what your lacking. And not because you're not a smart chap, or don't know the answer. It has something to do with your *ssh*le attitude. Let's face it Crawford, you've done about as much thinking on this company in the last three months, as you'll be doing sitting on can this morning. No need to. You know all the answers all ready.