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

To: American Spirit who wrote (31807)	6/21/1999 11:08:00 PM
From: OverSold	Read Replies (1) \| Respond to of 45548

Looking at COMS chart! A BUY signal was just triggered, further break out likely, to the UPSIDE of course. This company cut up into it's four pieces is worth many more than $30.00 per share. This is a value stock, that hopefully after tomorrow will start looking more like a growth stock if the earnings come in, and future plans for company are to the analysts and investors liking. I think the outlook for COMS is going from Bad to Good to Great. Environment is perfect and COMS positioned well. Along with Wireless, Networking, I saw an article today that COMS is blowing away the other Modem sellers. So we may get a surprise tomorrow and I am kind of expecting one. Good Luck!

To: American Spirit who wrote (31807)	6/22/1999 11:41:00 AM
From: Jon Stept	Read Replies (2) \| Respond to of 45548

American Spirit, re:"Pilot is the #1 delivery system ..." Hi American Spirit, With all due respect, I ask what you think about future hand-held delivery systems, especially those using the Windows CE platform. Please correct me if I am wrong, but the computing market has revolved around non-proprietary solutions because one gets the same amount for less money. My concern is that this presents a possible threat to the Palm Pilot platform. The only thing that I can think of that prevents this market from going the same direction as the desktop, workstation and recently the workstation markets is the possible non-standard hardware used in these units. However, software developers will be driven to the open standard Windows CE because that will be running on many more units than the Palm Pilot. So, possibly, the Windows CE units will attract more customers because they have more applications running on them. In fact, I dare say, Microsoft, if at all savvy, would exploit the skill set of all the third party developers to allow them to easily convert their applications to the CE platform and bring the corporations who have standardized on the Windows platform into the handheld age now that the handheld is compatible with the corporate platform. Right now, Palm Pilot has leveraged their proprietary design for one button updates and proprietary wireless database extracts and smart web extracts. Has Microsoft, or another third party, thought of this?.... quite possible. COMS proprietary lead is not that daunting, standardized or entrenched from my point of view... it is still very early. I cannot think of any examples where the proprietary solution has won out against Microsoft unless it was firmly entrenched in corporate America before hand (corporate database, Oracle, and graphics markets, Adobe, come to mind). Your response is most appreciated. Just my early morning opinion. Jon :)