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To: B Hewson who wrote (23945)	12/2/1997 8:44:00 PM
From: Boplicity	Read Replies (3) \| Respond to of 176387

Barbara, You are correct COMS is a weak stock, that deals in NICs (network interface cards) that has had it's margin reduced from the likes of INTC getting into the market, also COMS a la USRobotics has gotten into a market that is mired in a standard war with the 56kbps modems, so they are not selling. So in my opinion it is not a shocker as you are saying, its well know on the street. But how many more warnings can the tech. sector take? Greg

To: B Hewson who wrote (23945)	12/2/1997 8:46:00 PM
From: John Koligman	Respond to of 176387

Barbara - I've traded the networkers this year, so I'll give you my two cents. COMS has been a trading stock and nothing more this year, it was in the 80's the fall of 1996, then crashed to the 24 level this past spring, rallied to around 60, then crashed again. It has been nagged by the perception of being a distant second to Cisco, and has also been hurt by the USRX merger, in that over the past month or so we have seen more stories about a buildup of modems in the channel, which was confirmed today. COMS is trying to get into the enterprise in a bigger way, but have not shown that they can do so yet. Hence, they are perceived currently as being 'trapped' due to low margin NIC/Modem products. That said, they are a large outfit and I think will get their act together, as to timeframe, who knows? Actually, I am getting very interested in this sector again, I will probably get back into Bay and COMS in the near future. As to effect on the techs in general, it's not a positive, that's for sure, but the networkers themselves should not affect the PC makers (as long as that modem problem is actually retail, not OEM!). As has been mentioned many times before, much of this is still somewhat positive for boxmakers, because their parts keep going down in price due to the competition. ML's Kurlak also made negative comments on the semis today, that hits a bit closer to home... John

To: B Hewson who wrote (23945)	12/2/1997 10:42:00 PM
From: McNabb Brothers	Read Replies (1) \| Respond to of 176387

Barbara, You brought up a good point about 3COM in that it has been a weak stock! One should sit back and ask themselves why it has been weak! I would guess the smart money has been selling on knowing something most do not! Go back and look at chart on 3COM and you will see it started down in July, about 3 to 6 months before the bad news! It's amazing how stocks and the market can forcast so many bad thing! They do not catch all of them, but most stock movement predicts before the news, rather it be good or bad! What did you do with your oil drillers? Hank