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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: joe who wrote (26015)12/9/1998 11:46:00 PM
From: Tim McGee  Read Replies (2) of 45548
 
Joe,

<<<Re; ASND and COM$ action
To me, the reason that they're both going up is that
the network sector in general has been picking up. >>>>

In general I agree, but I was pointing out a one day massive increase in ASND (11%). I think 3COM and ASND are in different situations. I think ASND is fully valued (which in not to say it won't go up) while 3Com has awhile to go before its fully valued and I think a much better long term picture.

ASND's survival depends on acquistion IMO, even tho they have a very strong position in ATM and remote access.

ALSO your other comment questioning if everyone would have sold. Yes everyone. You know what the sentiment was like on the thread then. We all would have been happy to sell.

Tim
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