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Technology Stocks : COMS & the Ghost of USRX w/ other STUFF -- Ignore unavailable to you. Want to Upgrade?

To: hooter who wrote (21835)	11/23/2002 5:19:24 PM
From: Scrapps	Read Replies (1) \| Respond to of 22053

Um...I'm trying to recall 3Com, but haven't paid any attention to them since PALM split.

To: hooter who wrote (21835)	11/23/2002 6:13:59 PM
From: David Lawrence	Read Replies (1) \| Respond to of 22053

I haven't actively followed them for quite some time, but... >>Does 3-com have enough cash to ride it out? The current tech downturn? Yes. It looks like they could weather several more years if necessary. >>Can they compete with CISCO? Yes in some products and sectors, no in others. >>Barrons is touting CSCO, not that Barrons is Gospel though. I think beat-up software stocks have a much better risk-reward scenario than hardware. Hardware has become too commoditized. If you want to play a rebound in hardware, suggest you look at the ECMs, such as FLEX, SANM, JBL, SLR, PLXS and CLS. They will benefit from both a rebound in tech and a continued shift of hardware companies outsourcing their manufacturing to third parties.