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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: dougjn who wrote (9521)	11/3/1997 12:48:00 PM
From: Qtrlytrades	Read Replies (1) of 45548

Doug You Wrote: >Which is probably why Gates bought into Comcast....as a hedge, and to >get the telcos moving. >He probably figures that in all likelyhood, its gonna be a low return >(and low risk) billion out the door. (But better than cash just >sitting there.)...and can have the saluatory effect of scaring the >telcos into acting....creating the necessary competition, even though >he knows his Comcast side will probably end up loosing the Inet >access battle....main even, as for Intel....is to get bandwidth up so >that the demand for fatter software doesn't decrease, but >increases.... You have made some very broad assumptions to reach these dramatic conclusions simply in an effort to rationalize your support of Rockwell's next product announcement. Be realistic Rockwell's product is not a runaway success Over Last night. We have a year or more to see if the product will be able to capture even a minor percentage of market share. It is way too soon for you to be calling every other product out on the market a has-been because this one that you are touting for Rockwell is announced.

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