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Technology Stocks : 3Com Corporation (COMS)
COMS 0.001300.0%Nov 7 11:47 AM EST

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To: American Spirit who wrote (30179)4/26/1999 1:42:00 PM
From: Dushyant Narayen  Read Replies (4) of 45548
 

We need to stay realistic here - nobody wants this piece of turd company to be bought out more than me - but to call it a "pretty
girl" and other similar names, and to suggest prices of $100
(Puh-leeze !) - try and think of what these guys have to offer.
Warehouses full of unsold analog modems, lots of competition and
new knockoffs in the Palm area, Intel to deal with in NIC's -
and of course Eric B. who one can count on to screw up any possible
deal, because he wants to go it alone.

Also remember that it has risen from $20 on takeover speculations
alone - otherwise it is a poorly run, low margin, dog, with
severe execution problems. Right now I would be singing through
the streets with an offer of $40 -

(And I am long on the stock, much more long than I would like to
be...)
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