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

To: Eric who wrote (16936)	8/4/1998 11:42:00 PM
From: David Lawrence	Read Replies (1) \| Respond to of 22053

>>Cisco and AOL had good numbers and will solidify the tech market going forward. I'm not so sure about that, Eric. Cisco had some cautious forward looking comments. Part of today's tech sell off was undoubtedly caused by SCI's caution over the next couple of quarters after the close yesterday. They are the largest electronics contract manufacturer, and if they are seeing a slowdown you can bet that it's widespread. There is a very strong probability for a quick and volatile rally since many stocks are horribly oversold on a short term basis - I will be selling into strength on many of my positions. I'm not decided if COMS is included in that group.