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Technology Stocks : 3Com Corporation (COMS) -- Ignore unavailable to you. Want to Upgrade?

To: Al Cano who wrote (31763)	6/21/1999 5:00:00 PM
From: Harold S. Kirby	Respond to of 45548

Al: I am going to remain "out on the limb"....my model continues to indicate .05-.07cents without the holding back factor for next qtr going into shareholders mtg in Sept. I am quite pleased with the volumn figures beginning this past month and upto the present. Am looking very closely at housing start data...should give some indication on movement in the technicals...especially 3com! I see a causal relationship between the two! Hal

To: Al Cano who wrote (31763)	6/22/1999 1:11:00 PM
From: Jerome Wittamer	Read Replies (2) \| Respond to of 45548

3Com is the undisputed world leader (market share) in the LAN thanks to its Ethernet technology and distribution network. Now could anyone on this thread help me with this interesting issue: Would 3Com's technological competitive advantage in the LAN segment of networking be an asset in the WAN segment dominated by Lucent? If so, how? What do you think about the border line between LAN and WAN? Fading? Any link to relevant material much appreciated! Thanks a lot to you GURUs, Jerome