SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : 3Com Corporation (COMS) -- Ignore unavailable to you. Want to Upgrade?


To: Dana Adams who wrote (9857)11/8/1997 2:13:00 PM
From: Eric  Read Replies (1) | Respond to of 45548
 
Dana

I agree with you. COMS is far from folding. Cisco and 3COM will control this market long term. The two of them are butting heads only on the edges. Bay, Ascend and some others have good products but no depth and mangement execution IMHO to survive long term. They will merge with someone very soon!

Eric

P.S. I own both,COMS and CSCO.



To: Dana Adams who wrote (9857)11/8/1997 3:46:00 PM
From: Mang Cheng  Respond to of 45548
 
Interesting comments about insider buying and selling :

"Why hasn't the insider anomaly worked in the real
world? A recent academic study1 by professors
Josef Lakonishok and Inmoo Lee provides an
answer. The professors discovered that while
stocks being bought by insiders proceed to
modestly outperform the market, so do stocks
sold by the insiders. Overall, therefore, there is
not much of a performance differential between
the stocks insiders are buying and the stocks they
are selling.


Lakonishok and Lee do not entirely write off the
insider anomaly, however. It works, they say, for
the smallest stocks, even though it is useless as a
stock-picking tool for the largest-capitalization
and best-known stocks.
According to the
professors, a company's current market
capitalization must be no larger than about $300
million to be included in this group of smallest
companies for which the insider anomaly works. "

forbes.com

Mang