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

To: dougjn who wrote (9774)	11/7/1997 1:27:00 PM
From: Eric	Read Replies (2) \| Respond to of 45548

Doug Your right on the "modem" problem. The phone line connection and performance problem is huge. Too many variables to get good throughput. Cable modems show great promise but cable systems need to be upgraded and a lot of them don't want to spend the money. I believe the phone line (600 ohm balanced audio system) is a dead end. I have been following AT&T's Ghz microwave link system for homes (Craig McCaws Cellular One research project) closely and that has great prospects. We are stuck in this "Great transition period". If we can figure which one will fly we will make a LOT of money. I just wish the RBOC's would get out of the way! Regards, Eric

To: dougjn who wrote (9774)	11/8/1997 6:20:00 PM
From: Pancho Villa	Read Replies (1) \| Respond to of 45548

Duugjn, IMO COMS is not a stock for you. Neither are most techs due to their extreme volatility. You will always get butchered (SP?) as you will buy in times of high confidence/expectations [and thus high prices] and then sell low. IMO you should shift into to a more pasive probably even indexing investment strategy. It is your $$$ so this is up to you. >>Modem sales will NEVER be great again. xDSL a ways off and not clear its gonna be lead by USRX. I can promise you that the above premesis re future modem sales is not yet in the stock, only this quarters problems.<< I think you are a bit confused in your assessment of future modem technology and were COMS/USRX stand. COMS research efforts are quite significant and they are working in DSL research [and other fronts] just as many others are. Pancho