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Technology Stocks : 3Com Corporation (COMS)

COMS 0.00130

+1,200.1%

Nov 7 11:47 AM EST

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To: Neil H who wrote (31594)	6/15/1999 6:06:00 PM
From: Harold S. Kirby	Read Replies (1) of 45548

To: Neil, Moonray & Thread Market has factored in rate increase....concern right now is the balance of payments with Japan. They (Japan) continue to drag their feet and need to be more aggressive in stimulating their economy. Just returned from a trip to HK and it appears that the region is recovering...sentiment is cautiously upbeat...alot depends upon Japan.Kosovo situation should improve European mkt. As for 3com...I remain extremely positive...WS is cautious because of last earnings surprise by mr. benahamou. When numbers are announced on the 22nd...and if they exceed expectations which I think they will by announcing .27eps (15% increase from prior qtr)stock will challenge 30's. 3com holding well considering overvaluation of internets...no need to be concerned over internets drag on network sector. I see profit taking in the internets and moving into network and semi's...profit potential much better here than in the internets. I remain with the opinion that AT&T could acquire 3com...the Europeans are out of the picture...this technology will remain in the American Mkt. There will be no "cheap" entry into our mkt...the phone companies will not allow it! Once we see the "audited" numbers on 3com we could see an announcement/merger by either T, Intel,or Lucent. Benahamou has to get 3com into the middle 30's prior to Shareholder mtg or his days are numbered. He will maintain his position on the board but resign as CEO and Claflin will take over as new CEO...I expect the street will react very positively over such an announcement...moreso now than in September! Hang in there 3com investors...your patience and confidence will be rewarded appreciable! HKirby

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