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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 (9882)11/9/1997 10:30:00 PM
From: john g. bartelt  Read Replies (1) of 45548
 
To all:

I have been adding to my 3COM (coms) position. This stock seems cheap with regards to the growth rate and the future growth of the internet and modem use?

Please advise if I am stupid and don't see the numbers. Is there any indication that 3COM will miss the present quarter? How much will Asia take away from profits?

I have also added to my CSCO position. Bought 10-28-97 at $71 and on 3-17-97 at $51.

This sector looks really strong going forward till at least 2002. I think 3COM AND CSCO are the stocks to own in this sector.

Comments?

Regards,

John Bartelt
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