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

To: The Phoenix who wrote (37648)	12/23/1999 11:04:00 PM
From: Captain Jack	Respond to of 45548

(COMTEX) B: Research: Led By Motorola, Worldwide Cable-Modems Soar B: Research: Led By Motorola, Worldwide Cable-Modems Soar Dec. 23, 1999 (CABLEFAX, Vol. 10, No. 247 via COMTEX) -- Guided by North America's craving for high-speed and spurred by the DOCSIS standard, the global cable-modem market shipped 833K units in 3Q and is on target to cart off 3mln units and generate $700mln in revenue in '99, Gartner Group's [IT] Dataquest reports. Top dog Motorola [MOT] shipped 310K cable modems and held 37.2% of the market in 3Q, outpacing Arris/Nortel (105K, 12.6%), Com21 [CMTO] (80K, 9.6%), Terayon [TERN] (69K, 8.2%), and GI [GIC] (59K, 7.1), while the rest of the vendors made up the final 210K units shipped and 25.3% market share, Dataquest says. Roughly 275K DOCSIS-based modems were shipped in 3Q, led by GI's 21% share of that market segment, followed by 3Com's [COMS] 19% and Thomson's 18%. DOCSIS modems will represent 40% of '99's total shipments, but '99 will be the last year that proprietary equipment will reign. Indeed, DOCSIS modems' share will surge to 80% by '00, while 20% will be non-DOCSIS, including Europe's DVB/DAVIC standard, the firm forecasts.

To: The Phoenix who wrote (37648)	12/24/1999 4:35:00 AM
From: Grislee bear	Read Replies (1) \| Respond to of 45548

Gary, If you wanted to add more COMS common shares at what price point what would you feel comfortable purchasing more?. I am long from $20.25 and 21.125 right now I don't feel comfortable adding at current levels due to the recent price decline on significant volume. if we dropped a couple points on 5-6 mm shares I would not be concerned but the heavier volumes ring a warning bell near term considering rate worries and the ever inflating tech bubble. What do you think?? Grizz