To: TechMeister who wrote (22285 ) 9/25/1998 1:27:00 PM From: joe Respond to of 45548
TM, >>LIMIT 5 PER CUSTOMER. NO DEALERS OR RESELLERS. (3Com Palm Pilot III) This is what I saw on MicroWarehouse website that sells Palm Pilots. Looks like they are HOT and hence the per customer limit!! << Yup, you know something is going on. IMO, it could relate to the NEW Palm Pilot version coming out soon, I think in Nov., before Christmas. I think it's called the RAVEN (can't quite remember name; have to look at my notes). Thanks for the info. TM. It's little things like this that accumulate and verify the picture of things COMS has been talking about in the last quarter. IMO, I'm starting to think that the CC didn't talk about future products, contracts, and partnerships as specifically as would have been more beneficial. I was thinking that they might unleash some astounding contract to the analysts, but this didn't quite happen, IMO. BUT, they are still in the works, and I feel they are soon ready to bust. I think some analysts know this but can't say yet because it's not written in stone or some reason that we don't know about. Some Money Managers are buyers because they are savy about COMS and are picking it up early. COMS is still on it's early part of its 'turnaround'. Anyways, today's tape seems much more confident. And I interpret this as a cooling down from the Long Term Capital fiasco. Buying on the dips, is a good strategy, IMO, if you're lucky enough to have cash. Institutions are still in accumulation mode, and international problems are giving them time to buy at good prices. JMO. joe P.S....The NIC price cuts by INTC are same old stuff. Has it bothered COMS in the past? No. This game is only natural and COMS has long anticipated it and still is market leader, and still is making good profits off NICs. Also, INTC NIC quality is far inferior to COMS NICs.