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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: Steve Porter who wrote (17599)	6/17/1998 10:41:00 PM
From: joe	Read Replies (1) of 45548

Also, gigabit ethernet will be big. COMS "owns" the ethernet space, and their the first out with quality products of gigabit ethernet and totally dominate that area. If gigabit ethernet gets anywheres as big as Fast Ethernet or Plain 'ol Ethernet, then that's another nice fat check in the bank. The problem is that all these things just don't factor immediately into the earnings estimate for 1 quarter coming up. If some ANALysts are technologically savy enough, aware enough, and can look beyond their quarter-by- quarter analysis, they might see the value in COMS. But don't count on that happening over-night. Especially now where their still smarting over the snow-job they feel they've had over the last two quarters. Wall Street and ANALysts are like sports critics. One minute your king of hill, the next minute they can't wait to call you a has-been getting too old. That's great for momentum investor's. But COMS right now is a longer-term Value play - that's the way I'm playing it. joe

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