3Com Corporation (COMS) Message Board

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Technology Stocks : 3Com Corporation (COMS)

COMS 0.00170

-19.0%

Dec 26 9:30 AM EST

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To: bgg who wrote (29068)	3/18/1999 9:08:00 PM
From: Eric	Read Replies (2) of 45548

bgg, I have to agree with your observation. I am a large holder of 3Com since October of 97. Eric B's focus of not competing with Cisco is to some degree smart. The only problem with that is they have given up the high margins that allow for PE expansion and growth. The other problem of not going for the high ground is they cannot make mistakes without disappointing the street. We all know the answer to that one! The potential is there but they continue to kick their toes from time to time. It's beginning to look like I will realize my loss and move on. Fortunately my largest holding the last 6 + years has been Cisco. Eric

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