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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: The Phoenix who wrote (39047)2/9/2000 11:54:00 PM
From: lkj  Read Replies (1) of 45548
 
Gary,

It's amazing that a huge company like Cisco can grow at 40%, but it's even more amazing that such a company has a 100+ PE.

How much longer do you think Cisco can maintain its 40% growth rate? 2 years, 3 years, 5 years?

I was at a swing class last night, and one of the girls there was a Cisco engineer. I mentioned that CSCO had run up a lot in after market. She told me to buy the stock before the split. I told her that I was buying 3Com for the Palm spin off. She told me that Cisco will kill 3Com.

Though I agree with her the Cisco will kill 3Com, but that doesn't mean CSCO is a buy at any price. In comparison, COMS is a better investment at this point. Wouldn't you agree?

Khan
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