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Technology Stocks : 3Com Corporation (COMS)
COMS 0.00130-18.8%Nov 7 11:47 AM EST

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To: matt fahy who wrote (22354)9/28/1998 5:13:00 PM
From: joe  Read Replies (1) of 45548
 


Matt,

What happened to Fore? They actually had 3 consec. good
quarters and then one acquisition set them back? Seems
like there must be more to it than that.

Also, having some good quarters is the first step, but we
are counting on COMS to sooner or later come up with
earnings surprises (as last quarter), and establish
stronger income output.

Little disappointed that COMS did not hold it's high 32
price. I think the market fell due to fears tomorrow about
Greenspan and rates. Remember last time, everybody thought
he'd lower and he didn't. One always has to be ready for the
Greenspan factor to have a jinx in it somewheres, though
I do think he'll definitely lower tomorrow, and hopefully
by a full 1/2 pt (probably too optimistic).

joe

joe
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