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Technology Stocks : 3Com Corporation (COMS)

COMS 0.00130

-18.8%

Nov 7 11:47 AM EST

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To: Thomas George Warner who wrote (10691)	11/21/1997 9:17:00 PM
From: Glenn D. Rudolph	of 45548

The near term explosive growth of the networkers will come from the expansion of the internet in the USA, not in SEA. In the near term japan, China, Russia etc have to many internal money problems to even think about this facet of the problem. T.G.W. You may very well be correct. I anticipated the USA to continue to increase the internet in terms of ports and bandwidth. I agree that backbone is inadequate. You and I can prove it<G> I anticipated the US to spend about 20% more on networking geer each year. The drop in margins will give a lot more bang (bandwidth for the buck) for the buck but not drastically increase the bottom line of the networkers. I hope I am wrong. The choke points experienced in the recent billion share trade day alerted the brokerage houses and other businesses that utilize the internet of the shortfalls in the equipment presently being used. I believe that you will see an enormous buildup shortly if it already hasn't started. If I am right than COMS is indeed cheap at these prices. I have put a significant amount of money in WDC, APM, and COMS since I believe they will be beneficiaries of the buildup. I could not agree with you more and that is why I am long these securities plus ASND. Glen hope you are on the way back to financial health. This week is far better than last. All I need is for that to continue. I can add to my positions as equity increases. Thank you for the encouraging words. The securities you mentioned fell more than most would fall during a "normal market correction". A normal market correction is 10% and if it si called a crash, 25%. The 40% average on these three is extreme. Let's throw ASND in there for good measure. Glenn

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