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Technology Stocks : 3Com Corporation (COMS)
COMS 0.00130-23.5%Nov 7 11:47 AM EST

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To: dougjn who wrote (9774)11/8/1997 6:20:00 PM
From: Pancho Villa  Read Replies (1) of 45548
 
Duugjn, IMO COMS is not a stock for you. Neither are most techs due to their extreme volatility. You will always get butchered (SP?) as you will buy in times of high confidence/expectations [and thus high prices] and then sell low. IMO you should shift into to a more pasive probably even indexing investment strategy. It is your $$$ so this is up to you.

>>Modem sales will NEVER be great again. xDSL a ways off and not clear its gonna be lead by USRX. I can promise you that the above premesis re future modem sales is not yet in the stock, only this quarters problems.<<

I think you are a bit confused in your assessment of future modem technology and were COMS/USRX stand. COMS research efforts are quite significant and they are working in DSL research [and other fronts] just as many others are.

Pancho
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