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Technology Stocks : 3Com Corporation (COMS)
COMS 0.001600.0%Jan 16 9:30 AM EST

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To: craig crawford who wrote (20599)8/14/1998 2:12:00 PM
From: joe  Read Replies (2) of 45548
 


>> I don't know why I just bought C$CO. Somebody smack me
upside the head!<<

yeah, I just took a look at the CSCO day chart. It's straight
down...you were thinking of a slight turnaround today in
the market?

CSCO seems to have bottomed out in a range along with DELL,
MSFT.

>>Look at those disk drive co's. I never envisioned the day when I could make more $ buying disk drives as opposed to M$FT, DELL, LU, C$CO, etc.<<

I wouldn't get carried away. It's only for a few days to a week.

FWIW, around where I work, we've been buying disk storage systems
by the cratefull. Every few months it seems like storage
capacity doubles. We now have terabyte storage capacity. 2-3
years ago, everybody's problem was getting more disk space.
Now everybody has too much. Won't last though. I guess the
disk makers are coming out with really good products and
that's part of why their picking up.

Anotherthing, I think the quality has picked up. We use to
get 50% breakdowns with Seagate stuff. Now, everything seems
to work well.

**OT**

This is a surprise to me: Article from TSC just came out about
CIENA.

...Lucent won the 16-channel business, an AT&T spokesman said in an
interview this morning.

I guess, there is still a "connection" between LU and AT&T due
to the spin-off. Are you buying any more CIEN? If so what's
a good price?
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