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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: craig crawford who wrote (10851)11/27/1997 1:03:00 AM
From: Eric  Read Replies (2) of 45548
 
Craig

I'm curious if you are an engineer. My backround is in communications with heavy emphasis in RF and digital electronics.

I think COMS will suprise on the upside. In the next 52 weeks it should break $80 per sh. I'm having fun with it since I have followed the company and traded it for the last 5 years.

My largest long position is in Cisco. I've liked Coms because they have not butted heads with cisco and the two are very complementry. (of course that is changing as we speak!)

Bay, Asecend and the other smaller networking stocks are going to face ever increasing competition and I expect only two or three survivors in a year. Who do you think will survive?

Eric

P.S. Have a good thanksgiving!
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