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

To: Scrapps who wrote (17641)	11/11/1998 11:40:00 AM
From: Moonray	Read Replies (1) \| Respond to of 22053

Trading money 100% in cash. Market pretty extended. May short ADI: iqc.com o~~~ O

To: Scrapps who wrote (17641)	11/11/1998 12:55:00 PM
From: Elroy	Read Replies (2) \| Respond to of 22053

Makin' money = nope, but doing much better than 3 months ago... 3Com portfolio is doing mixed... COMS - (so so) Originally bought as USRX. Still underwater, but optimistic. BELFA - (hurray) Sells magnetic components to COMS' LAN business. Stock is going through the roof. SMSI - (yuck) Sells fax software which is bundled with COMS' modems. Stock is in a complete funk, but SMSI's revenue recognition lags COMS' sales by 3 months, so hopefully next quarter or two for SMSI should show growth. AWRE - (kaboom!) You know the story. Elroy