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Technology Stocks : 3Com Corporation (COMS)
COMS 0.001300.0%Dec 18 4:00 PM EST

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To: Martin Milani who wrote (25336)11/30/1998 5:11:00 PM
From: joe  Read Replies (2) of 45548
 


COMS may be buying, which is something Eric B. mentioned they
most probably will do, but it will be small stuff. You
think they want another USRX episode again? The only way
they may get away with a big merger is if COMS gets up
to $100. Then again, that's about where it was when
it bought out USRX.

What is it exactly that COMS needs from Fore, CS, or NN?
Whatever it is, is not worth the price and can easily be obtained
by other methods (partnerships, alliances, etc...)

COMS has most of the parts its needs, and keeps added on
to its product repertoire primarily through its own expertise,
IMO.

*EXECUTION* is the criticial factor for 1999-2000. Not
mergers, etc...

JMO

joe
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