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To: Thomas A Watson who wrote (5901)3/25/1999 11:35:00 PM
From: miklosh  Respond to of 14451
 
OT:<bought me some COMS>
I'm long COMS stock as well as calls. I'm not wowed by their low margin nics and modem business. I like their palm division for growth, but for now that's only 10% of gross revenue, but I figure with an overall growth rate in the high teens, COMS is cheap.

Care to elaborate on why you bought coms? TIA