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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 (16871)	7/31/1998 4:19:00 PM
From: joe	Read Replies (1) \| Respond to of 22053

>>About COMS, very disappointed about prospects for the remainder of 1998.<< Moons, If COMS makeS next earnings report, economy still buzzing in 2nd 1/2 of '98, telecom companies start buzzing some more, Europe and Latin America show future growth potential offsetting E.Asia...if these things happen, I think we have decent chance to see COMS at 40-50. That would be OK considering all we've gone through in the mean time. Do you see it this way at all? joe

To: Moonray who wrote (16871)	7/31/1998 5:00:00 PM
From: W.F.Rakecky	Respond to of 22053

I can live with a "nickle machine"...<As 3COM continues to be low-cost commodity company, they will become the Wall-Mart of Internet Equipment providers. > Nice summation. Thanks...Walt.

To: Moonray who wrote (16871)	7/31/1998 5:48:00 PM
From: David Lawrence	Read Replies (1) \| Respond to of 22053

Yesterday afternoon I marked down Stratus in my watch list as a potential buy for a takeover play. However, I never even considered Ascend as a buyer. Strange move.