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Technology Stocks : 3Com Corporation (COMS)
COMS 0.00130-23.5%Nov 7 11:47 AM EST
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To: Doug who wrote (29186)3/23/1999 8:45:00 PM
From: hitesh puri  Read Replies (1) of 45548
 
No doubt about the fact that 3Com is starting from ground zero. They have all their slide presentations detailing their growth areas and prospects under the investor relations sections at their website. They look great but its easy to see that the sweet spot of the growth curves of most of these areas starts in 2000 and ramps well into 2003. That tells me that COMS is a long long investment. They went through a major transition like this in early 90's and it took the stock 3 years from then on to start accelerating.

-Hitesh
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