3Com Corporation (COMS) Message Board

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Technology Stocks : 3Com Corporation (COMS)

COMS 0.00160

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Nov 26 9:30 AM EST

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To: JR2 who wrote (17540)	6/16/1998 9:10:00 PM
From: Glenn D. Rudolph	Read Replies (1) of 45548

Now I'm bargain hunting with coms and cs and shva. Tell me what is going to happen with shva and cs if you can please. Jason, I have not spent enough time studying this sector lately. I have been punished for shorting AMZN. I plan on dishing out the punishment back at some point. My last take on SHVA and CS was both are third tier players. I do not believe SHVA has a chance of recovery but CS may get acquired. If I recall correctly, SHVA was the OEM for remote access for NT. Now that NT has BAY where is SHVA going to get revenue? CS is still a good size player in the enterprise market particularly in switching. That is the most I know or believe at the moment. Glenn

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