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Technology Stocks : 3Com Corporation (COMS)
COMS 0.001600.0%Jan 29 9:30 AM EST

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To: Wheats who wrote (20469)8/12/1998 4:42:00 PM
From: BelowTheCrowd  Read Replies (1) of 45548
 
There are a few OBVIOUS things that will happen in the next few months:

On October 1st, LU will start a buying binge to get themselves solidly into datacom. Obvious targets are COMS, ASND and CS. They have the capital to swallow all three fairly nicely.

Anybody else who wants to be in the telecom/datacom game needs to be looking really hard at many of the same companies. That's why Nortel bought BAY and why ERICY has got to be investingating the same kinds of deals.

While INTC definitely wants to get into networking components, I don't see them trying to be a large telecom/datacom provider. More likely, they're looking at ways to intgrate and support basic network functions on PCs. Don't need to buy COMS for that.

mg
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