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Technology Stocks : 3Com Corporation (COMS)
COMS 0.001300.0%Nov 7 11:47 AM EST
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To: Patrice Gigahurtz who wrote (10904)11/29/1997 10:12:00 PM
From: ben luong  Read Replies (5) of 45548
 
Barron is hyping 3COMS again.

Is this guy who wrote the front-page article "3COMs the future" loaded up a bunch of 3COMS DEC calls or what?

They are many competitors who make cable modem, why is 3COM so special? Almost every household has telephone line, but not too many households have cable service. In addition, the initial cost of subscribing to internet cable service is going to be high. Subscribers not only have to pay for the internet access, they have to get basic cable service first. In addition, how many people really need the speed of cable modem if all they do is to read emails and browse the net with predominantly text data? Will the cost of the cable modem and internet cable service be justified? Won't a low-cost telephone-based modem do the job? Moreover, as more people are using cable modem, won't the speed bottleneck be on the line between the service provider and the internet and not on the line between the user and the service provider?

Any opinion and answers to my questions are welcome.

If, in 1998, 3COMS will have great earnings like what they said in Barron's article, then why are insiders still selling their options and not buying 3COMS shares?

If 3COMS somehow missed their earning in December, won't all those buyers of 3COM shares next Monday get burned big time?

I would put my money on 3COMS's fast ASIC than to their modem. I don't believe 56K modem will die soon.


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