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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: Mang Cheng who wrote (9942)11/11/1997 12:23:00 AM
From: Eric  Read Replies (2) of 45548
 
Mang

We are probably near the bottom for COMS IMHO (of course I said that at 40!). That of course is conditioned on no more bad news. To be realistic I would expect earnings coming out in December to be a critical long term turning point for the stock.

Coms just does not have earnings consistency, Cisco does. I believe we all know that. Cisco gets its premium for obvious reasons.

I still like both of them, but I sure am glad I put the majority in Cisco over four years ago. I owned both of them back then but shifted more to Cisco because I liked their management.

Cisco's success is driving the others to merge on grand scales to keep up. Thats terrifying because of all the problems managing the "Big gulps".

Eric B. is a pretty good manager. Is he as good as John Chambers? only time will tell.

Still hanging in there,

Eric
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