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Technology Stocks : COMS & the Ghost of USRX w/ other STUFF -- Ignore unavailable to you. Want to Upgrade?

To: Dwight E. Karlsen who wrote (9978)	12/3/1997 6:09:00 AM
From: Moonray	Read Replies (1) \| Respond to of 22053

3Com Cable Modem Honored with BYTE Best of COMDEX Award Computer Shopper Salutes U.S. Robotics 56K(1) Modems with Best New Product and Best Buy Awards SANTA CLARA, Calif.--(BUSINESS WIRE)--Dec. 2, 1997-- Global networking leader 3Com Corporation (NASDAQ:COMS - news) was honored by BYTE Magazine and Computer Shopper at this year's Fall COMDEX in Las Vegas. BYTE Magazine saluted 3Com with a Best of COMDEX Award for the company's Cable Modem VSP and VSP Plus. Computer Shopper honored 3Com's U.S. Robotics(R) 56K(1) line of modems as a Best Buy of 1997 for the modems category and the U.S. Robotics 56K Faxmodem as the Best New Product of 1997. In addition, Computer Shoppers' Net Buyer saluted the U.S. Robotics 33.6 Faxmodem with a NetBuyer's Best award for modems. biz.yahoo.com o~~~ O

To: Dwight E. Karlsen who wrote (9978)	12/3/1997 7:25:00 AM
From: Doug Fowler	Read Replies (1) \| Respond to of 22053

Dwight: It seems that only Cisco (which fortunately I own) is the only networker these days that can deliver reasonable earnings. And even they could present us with a negative surprise. The really strange thing is that investors seem to ignore all common sense, and assign values to the networkers with the assumption that they will grow at 30 to 50 percent forever (or at least five years down the road). I submitted a message about a year ago questioning whether US Robotics would ever bring home earnings totalling its (then) current stock market capitalization. It was totally ignored, as people were caught up in perceived growth rates continuing for years. Obvously, USRX was already stretching the truth of their earnings then. Now we see no (or negative) growth, and yet people still want/expect to see 40 percent plus growth. They always believe current troubles are a one-time thing (in reality, they usually last for at least several quarters). There are few companies that ever deliver on these kinds of expectations over the long-term (which is needed to justify these high p/e ratios. Cisco is one of them and Microsoft is another.) Doug As for many other stocks,