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

To: Andrew who wrote (10874)	11/28/1997 12:06:00 PM
From: gfr fan	Read Replies (1) \| Respond to of 45548

Recently there's been much debate about COMS and some comparison to CS, BAY, ASND, and others. Eric several posts back said it well that technology stocks don't behave like cyclicals, and it helps to understand the technology, market positions, growth potentials, etc. In networking, I believe the following areas promise to be the next areas of hyper growth: 100Mbps switching to enterprise desktops, Gigabit speed routing in enterprise backbones, Virtual Private Network Services, and ATM WAN services. Additionally, next gen Internet backbones and XDSL services should follow these. For a company to achieve success it needs to be one of two leaders in the hyper growth segments that it is competing in. What makes networking such a difficult field to invest in is that 1) many companies positions are tenuous and 2) the next hyper growth areas haven't taken off yet. Any one of us can make money, long or short,if we correctly identify what they hyper growth areas will be and who the two top players in those segments will be. One last note, technology alone will not make a leader. This game is to the point where marketing, size of sales and engineering teams, and brand name is equally if not more important. It would be interesting to hear from others their thoughts on the next hyper growth segments and who should be the leaders. From what I see of COMS product pipeline they are well positioned in the areas outlined above.

To: Andrew who wrote (10874)	11/28/1997 1:02:00 PM
From: Mang Cheng	Respond to of 45548

Companies really take on human behaviour, look what two persons got dumped at the same time would naturally do : ******************************************************************* BRITISH TELECOMM (BTY: 77-5/16, - 1-3/16) has begun a new round of telecom merger talks, this time with GTE CORP (GTE: 51-3/8,+ 1-1/2). Such a merger, although smaller than the failed MCI hookup, would finally give the British carrier the foothold in the enormous U.S. market it has been seeking. According to USA Today, BT's strategy may mirror that of WORLDCOM, the company's eventually successful rival for MCI. During the MCI negotiations, WorldCom also purchased BROOKS FIBER, a small local services company, to fill out its portfolio of data transmission and other services.