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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: Katherine Hoff who wrote (9497)10/30/1997 4:04:00 PM
From: DMaA  Read Replies (1) of 45548
 
This may have been posted - it's dated 10/27/97.

Saw a bad blurb in Barrons online from a guy named William Fleckenstein The president of Seattle-based Fleckenstein Capital. He is super bearish ( for the past 2 years ) on tech stocks in general. He said this:

A: I'm also short 3Com. I was short U.S. Robotics; I walked away. Then I started shorting 3Com around 50. The merger accounting was an atrocity. Even more to the point, Compaq is using Intel's competing product. 3Com's networking-type products are all going to start to feel pressure from Intel. They're moving to solutions on a chip. And here's Intel looking for places to earn some margin on capacity. So 3Com will feel the heat.

This seems to be the rap now - Paid too much for Robot/Intel competition bad news.
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