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Technology Stocks : 3Com Corporation (COMS)

COMS 0.00160

0.0%

Jan 9 9:30 AM EST

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To: Glenn D. Rudolph who wrote (10685)	11/21/1997 9:06:00 PM
From: Thomas George Warner	Read Replies (1) of 45548

Glen I know that you did not direct the question to me but if you would allow me to express another side of the equation. The near term explosive growth of the networkers will come from the expansion of the internet in the USA, not in SEA. In the near term japan, China, Russia etc have to many internal money problems to even think about this facet of the problem. The choke points experienced in the recent billion share trade day alerted the brokerage houses and other businesses that utilize the internet of the shortfalls in the equipment presently being used. I believe that you will see an enormous buildup shortly if it already hasn't started. If I am right than COMS is indeed cheap at these prices. I have put a significant amount of money in WDC, APM, and COMS since I believe they will be beneficiaries of the buildup. Of course just my opinion for what it is worth! Glen hope you are on the way back to financial health.

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