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To: Sarmad Y. Hermiz who wrote (66202)	7/4/1999 11:47:00 AM
From: Robert Rose	Read Replies (1) \| Respond to of 164687

<Plus they are profitable, and increasingly so. Zero debt. Pretty much the opposite of an internet company. > So your investment style is 'invest' in technology value plays, and trade the dickens out of anything else? (Just trying to understand your style here.) Can I ask what percentage of your portfolio you devote to trading vs. investing? While I rarely trade, my investments are more agressive than yours. Enjoy your weekend. Rob

To: Sarmad Y. Hermiz who wrote (66202)	7/4/1999 5:25:00 PM
From: GST	Read Replies (2) \| Respond to of 164687

Sarmad -- I use a Motorola cable modem -- does it have 3COM parts inside? Also, I have been thinking I need a palm pilot -- so, hmmmm, maybe I should buy the stock also! The knock on 3COM is that they are spread too thin -- do you agree?

To: Sarmad Y. Hermiz who wrote (66202)	7/4/1999 9:19:00 PM
From: Glenn D. Rudolph	Respond to of 164687

Yes I do disagree, but perhaps from ignorance. 3COM makes DSL modems, cable modems, communications products. There is daily improvement in this field. It is not a commodity in the sense that it makes no difference who makes and supports it. Also they have the Palm Pilot which is increasingly being adopted for wireless display and data entry. Plus they are profitable, and increasingly so. Zero debt. Pretty much the opposite of an internet company. Sarmad, I have not followed COMS closely during the last year or so. They did have cable modems when I exited but there was no cable modem standard at the time. I am not sure there is one now. I am sure someone can help on this. It does seem that with @Home, there should be one. COMS did not have DSL back then that I recall. They did have the Palm Pilot from the USRX aquisition but those dis not do well a few years ago. Now they are doing great. Most of their revenue came from RACs and NICs so that was how I perceived them as commodities. Glenn

To: Sarmad Y. Hermiz who wrote (66202)	7/4/1999 10:44:00 PM
From: GST	Respond to of 164687

Sarmad -- Japan's 'tankan' looks supportive for a continued rally in US stocks and bonds: Sunday July 4, 8:14 pm Eastern Time Dollar up vs yen after tankan weaker than expected TOKYO, July 5 (Reuters) - The dollar gained on short-covering after the closely-watched Japan ''tankan'' corporate sentiment survey turned out to be somewhat weaker than market expectations, dealers said. At 0000 GMT, the dollar stood at 121.70/80 yen from around 120.90/93 before the release of tankan. Japan's key indicator of business sentiment showed that the big manufacturers' diffusion index was minus 37, slightly lower than economists' forecasts of minus 36. The index was minus 47 in March. Dealers said the tankan result induced a heavy round of short-covering, which hit a stop-loss point of 121.50 yen, increasing the dollar's upward momentum.