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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 (16291)6/23/1998 12:39:00 PM
From: Mark  Read Replies (1) | Respond to of 22053
 
Re: Cisco going alone. Most excellent! At a minimum this will fuel speculation that 3COM will be talking to NORTEL; Ericsson; Siemens; etc. In the end COMS is too consumer focused - with all the negative earnings/gross margin implications - to stand alone in the long run.

If Cisco were to start forging discussions/merger with a player I believe COMS price would drop significantly.

Whew! Sure is hot waiting for these earnings!

Kind Regards,

MArk