3Com Corporation (COMS) Message Board

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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: Mang Cheng who wrote (27781)	2/8/1999 12:41:00 AM
From: Harold S. Kirby	Read Replies (3) of 45548

Mang Cheng: It is difficult at this point to indicate what this next week will bring. Alot of uncertainty and I expect some impact due to the death of King of Jordan. Middle East may experience some instability...oils may move upward which will certainly affect the mfg sector. Just conjecture...have to wait and see what happens in the commodities. My numbers still continue to reflect .36/.38 eps this coming qtr. Palm Pilots are doing quite well, and I question CSCO's penetration into 3coms mkt share. No hard data to substantiate their claim. Continue to believe that CSCO is "overvalued" and mkt will reflect such. Appears that GM shows more upward value relative to CSCO's high capitalization. I am still long with 3com and have accumulated more this past week...strategy is focused on long term (2-3)yrs with a stock price within 100-107. Remain calm...no where near a true Bear Mkt! Regards, HK

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