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Technology Stocks : 3Com Corporation (COMS)
COMS 0.00130-67.5%Nov 7 11:47 AM EST

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To: matt fahy who wrote (23012)10/20/1998 5:55:00 PM
From: joe  Read Replies (2) of 45548
 


>>I did sell 1/2 my SUNW position while it was still up 3, had to take some profits off the
table, it has run pretty fast, but prospects still look extremely good for this company
imo<<

yeah, I remember they had a great quarter. I usually keep an
eye on them because they are in the scientific workstations
(I'm wondering how long they'll last competing with the INTC workstations),
and they are UNIX based (I'm wondering to see how UNIX survives
in the new MSFT NT era).

Somehow they're survivors. They've also got something else, which
I can't put my finger on yet...could be they will integrate
network consulting (Unix does have an advantage over Networking
compared to NT).

I've still got CSCO and MSFT....money machines. I'm trying
to hit my homerun with COMS. I confident they'll do it.
(If I start cranking some good returns down the line, I will
definitely switch some over to DELL...I think they have another
good year left at a minimum)

Just saw IMB and CA did well.
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