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


To: Bruce L who wrote (34387)9/21/1999 10:22:00 PM
From: Mehrdad Arya  Read Replies (1) | Respond to of 45548
 
Bruce, if you wish to spare some time and research this site you will notice that it is these Bears (to be euphemistic) who initiated the vulgarity in our colloquy and discourse.

Information is great, but information that is not fact and intended to mislead under the pretext of objectiveness can not be tolerated without a riposte or repartee.

If I could show you the number of e-mails I have received from people who are patrons to this COMS thread, condoning my position and cheering me on against the likes of the Captain and his bears, you would be shocked. Just because most people don't respond to the likes of the Captains, should not be misconceived as condoning his behavior and vulgarity, yet alone his position regarding COMS.



To: Bruce L who wrote (34387)9/21/1999 10:54:00 PM
From: The Phoenix  Read Replies (1) | Respond to of 45548
 
Bruce,

In all due respect you may read flat revenues as GOOD news. COMS has done an excellent job at controlling costs and this is nearly wholly responsible for the surprise in earnings. COMS still needs to show market share growth and that is and has been my position. That clearly doesn't mean that buyers won't come in, but I think that demonstrating good earnings without revenue growth in the communications market should not be considered a good report. Good earnings - maybe... a good quarter - I think not.

As for sour grapes - I have none whatsoever. I picked up only a touch of CS. Loaded up on ACVC actually - so I'm quite happy both have done very well for me. Coupled with my recent gains in LATD and I dare say I'm quite happy. I believe all my posts have been replies to folks that have either mis-stated what I have said in the past or spending time looking at other spins on the recent earnings report. Isn't that part of investing.. looking at all opinions.

As for COMS under 25. Indeed I may be wrong yet it continues to be my opinion - I believe I'm entitled to that - No? Stock valuations are built on a the free market system and I certainly seem to have an unfavorable opinion on the thread...this perhaps bodes well for the stock. Futhermore I believe that the facts I have posted in the past are worthwhile and valuable and remain uncontested. We appear to be in this "glass is half full" "glass is half empty" discussion.... seems a bit futile right now but to be honest becoming a bit childish for some (present company excluded)

I can tell you that the thread is not as negative on COMS as it was a few months back - so who know's maybe ya'll will see $40 in the next few months but I would not be the first to be surprised.

As I said before I need to see more before I get back in... is that a sin? I see other opportunities where I believe I'll get as good or better returns.

Remember - for every buyer there is a seller ;)

OG