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

To: Bill Coenen who wrote (38690)	1/31/2000 12:07:00 PM
From: KyrosL	Read Replies (1) \| Respond to of 45548

Techs need a long overdue rest. I don't think it's any particular earnings, but tech earnings in general. As I have said repeatedly the tech earnings quality has deteriorated and analysts have neglected to vigorously point this out, especially when it comes to the high flying favorites. But you can't fool all the people all the time. I think there is a good probability (guesstimate:50%) that a good chunk of tech gains from last year will be reversed real soon. That's the only thing that's keeping me out of COMS, which I think is by far the best tech bargain around.