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

To: Pancho Villa who wrote (10308)	11/17/1997 2:06:00 PM
From: dougjn	Read Replies (2) \| Respond to of 45548

Pancho--Hi. Remember how I said that I thought coms was going to mid to low 30s, convievably high 20s if overall mkt was bad enough? And that I would probably jump back in if I thought missing the quarter, and significant (as opposed to minor) problems w/sell through of modems in the channel were acknowledged and priced into the stock? And that I would probably buy in then, when it stopped falling? Well I bought some on Friday at 30.75, and more this am at 33. While I'm not sure all the bad news is "officially" out, I think there is a lot of pricing it into the stock, overdone in fact. BTW, best thing coms could do for stock is to get all their inventory writeoffs into this quarter, just have a lousy quarter, but be able to report strong next quarter outlook. IMO Regards, Doug