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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: gfr fan who wrote (9805)11/7/1997 6:57:00 PM
From: Pancho Villa   of 45548
 
Bruce: >>Usually people don't make big bucks on a stock unless they have 1)the smarts to do lots of research and 2) the guts to go against the tide. COMS just may present such an opportunity if you believe in the long term positioning of the company.<<

Yes this is what has given me the confidence to expand my position in the stock when it was falling early in the year. I added to my positionat 50, 45, 41, then started buying USRX as arbitrage indicated it was a better value (don't recall exact figures but 60+, 57, and even into the high 40's rings my head. Then I sold at 54 this October and started to accumulate again at 47, 43, 40 and change yesterday, 3715/16 today, and will continue accumulating into the fall [if it continues.

12% of my equity portfolio is now in COMS. I may be wrong but at least I put my money where my typing is.

Pancho
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