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

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To: Beachbumm who wrote (12136)12/11/1997 7:27:00 PM
From: Thomas Haegin  Read Replies (1) of 45548
 
Great! Another show of extreme brilliance on my part!

<< ... CSO & MSFT the last stocks that managers would still hold in technology. >>

Yes. I agree in principle. However, if they rush to the exit it's usually getting ugly. Look what happened to OXHP (another once darling, although CSCO is no OXHP) or ORCL.

In shorting I'd try to do it sometimes rather close to a future EPS release. So if there once will be reasonable chances that CSCO misses the oh-so-brilliant-analysts estimates, it will go down hard.

<< Freiburg >>

Do you mean the Freiburg im Breisgau, near the Schwarzwald, rather close to Switzerland/Basle? Yes I've been there but only for I-don't-remeber-what like 100 years ago. I think it's a quite important university town. The area (Schwarzwald) IS indeed very beautyful. Big forrests make great hiking.

If you dare to come to Switzerland without dropping an e-mail beforehand, I'll feel offended. :)

Thomas
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