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Technology Stocks : 3Com Corporation (COMS)
COMS 0.001600.0%Nov 21 9:30 AM EST

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To: craig crawford who wrote (11911)12/9/1997 2:30:00 AM
From: FISHERMAN  Read Replies (2) of 45548
 
Now we have the whole disk-drive sector in trouble, the semi-equip sector in trouble,
the #2 networker missing earnings badly and now the #2 software company in the
world missing estimates badly. Throw in concerns about wireless and something's got
to give in the tech sector. I am waiting for earnings season with open arms. Only a
couple of weeks until we see some major tech-wrecks due to missed earnings.


Craig, you observations are most astute. (While I was aware of problems with some companies in the sectors you mention, I never looked at what the combined effect could be).

But don't you think companies like COMS,ASND,SEG,etc. have been pun-
shed enough? If I were required to either short or go long on COMS or ASND, I would go long, (as I am now).
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