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Technology Stocks : 3Com Corporation (COMS)

COMS 0.00130

-13.3%

Nov 7 11:47 AM EST

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To: craig crawford who wrote (10719)	11/23/1997 9:53:00 PM
From: Druggist	Read Replies (2) of 45548

Craig, sorry for asking again, but I think you missed my first question to you... Were you around last april or so to see Coms bounce from 24 to 45 in about 4-6 weeks ??? THAT time, it was the FEAR of INTEL.. They were going to get into the networking business, they were going to take market share, they were going to give the cards away, etc etc etc... What we found that happened was that Coms GAINED market share, Intel LOST market share over the next quarter. MY OPINION is that threat was real... the market took Coms from 80 to the 30's in no time... This time, instead of Intel breaking wind over nothing, we are faced with modem inventory and the threat of the modems not selling well... For real or blown out of proportion ?? Dont know... time will tell.. I do like to hear the other side of the coin, and dont mind hearing other peoples opinion... but then again, I dont like standing next to the guy who plays the don't pass line either.... :) druggist

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