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

To: Elroy who wrote (32652)	7/27/1999 11:17:00 AM
From: Mehrdad Arya	Read Replies (2) \| Respond to of 45548

IT APPEARS WE HAVE HIT A BOTTOM. I surmise the sentiment will begin to change as we get closer to the end of the quarter. No one is expecting a surprise in the earnings, as a matter of fact I expect them to beat the estimates by a few cents.

To: Elroy who wrote (32652)	7/27/1999 11:45:00 AM
From: Mehrdad Arya	Read Replies (3) \| Respond to of 45548

In the 10Q or 10K for the last quarter or year we were told that they expected a slower pace for the next two quarters. Well, the first quarter is only one month away from completion and nothing negative seems to have emerged from the company. Great alliances have been made, Palm & Network divisions doing very well and no ground on the battlefield for NIC's and Modems has been lost. So what is all this fear regarding COMS. The company is financially sound and ready to tackle the competition in Broadband and Wireless. When you do your due diligence you will see that COMS is one of a very few select companies that is well prepared in almost every manner to enter and take advantage of the opportunities that lay ahead in Wireless and Broadband. I just don't see any substance behind the hyperbole of most of these upstarts that have market caps. in the stratosphere. They are touted and priced beyond perfection as though COMS and its peers were going out of business. They don't have any reputation for reliability, service, quality. They lack the distribution channels of most established companies. Their alliance are fickle at best. COMS is no longer a sleeping giant, it is a giant that has just awoken.