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Technology Stocks : 3Com Corporation (COMS)

COMS 0.00130

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Nov 7 11:47 AM EST

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To: Eric who wrote (14632)	3/23/1998 1:22:00 PM
From: joe	Read Replies (3) of 45548

<<Yes, I'm looking forward to what Eric B. has to say about ramp-up of V.90 modems and expected sales going forward. Also curious about projected staffing levels going forward.>> Exactly! - how's he going to make these new modems sell! Last night, was reading some of Scrapps news articles on 56K modem integration into the ISP and user world. Doesn't sound good - too much feet draging. I think that COMS needs to really put a lot of emphasis on marketing and educating the public on why the world can now move up to 56K. <<One nice thing is that European networking sales seem to be taking off. Cisco is experiencing faster than 30 to 50% growth there!>> Great!! How sure are you about this. If this is the case I'll be putting some more $$ to work on CSCO. Took it out a month ago. Was starting to worry about a temporary peak and subsequent slowdown. Europe could really change the story. I know their stock makerts have been doing well, economies are picking up well - hopefully just a matter of time that they try to catch up with the US in their adaptation to a network enterprise environment. * COMS UPDATE * 35 3/8 (+2 3/16) VOL 4,926,700 13:17:17 My opinion on the ramp up: Shorts are buying to cover for possibly short squeeze if reports are positive. Long term investors mostly in already. Any body have any different takes?? Joe

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