3Com Corporation (COMS) Message Board

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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: Mang Cheng who wrote (15228)	4/16/1998 1:43:00 PM
From: joe	Read Replies (2) of 45548

Mang, Thanks for the info. 32 1/2 call options increased (or decreased possibly, as jhild mentioned; but probably increased in light of the Cowen reiteration (not upgrade)) by another 672 contracts. Since the Cowen reit, the price has been more consistent around the +1/4 (but now it's looking like it's dropping again...) Yes, the Cowen reit didn't impress me either. I wasn't sure why. I think it's because I remember a few of their other upgrades (or downgrades) on COMS and they didn't really strike me as having conviction. Possibly, they're just trying to manipulate sentiment for their clients. Hope they're reading this!! I should start making a complete list of all downgrades/upgrades/ reits and possibly also earnings revisions. I might do this later. Probably be a good thing for the thread... About the 10 mbps NIC price move yesterday, I thought it was a good move also. I noticed some other posts, maybe this thread or the other COMS thread were sort of negative on the cuts. But, my gut tells me they're in a somewhat new business mode, and therefore trying to reestablish a solid foothold for the future. If it gets more market share that's great, but then again 10 mps NICs are becoming relics.... Also, "production cost from Asia" - do they have manufacturing sites already built in Asia? I thought they were in the process of building one in Malaysia... Joe

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