Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?

To: Sonki who wrote (23269)	2/3/1999 11:49:00 PM
From: Judy	Respond to of 50167

sonki, I asked on the COMS thread what you saw so great about COMS on their last earnings report ... I was underwhelmed by the report. Product line was mostly commodity network items whose margins would be declining. Forward guidance was next quarter would be weaker, revenues to improve later in the year as they rolled out new products. I am not holding my breath due to the product line. The thrill of Palm Pilot is over, COMS remains a commodity networker with declining margins. Today's price action implies something is going on that we don't know about, it's not just a sympathy tank with TECD. COMS could make it back to 47 but don't you think there are better ways to make profits? Can't access your link to briefing, requires a password. Drillers ... yes, been dollar averaging into the sector for a long time now. As the momentum picks up, will be time to trade them.