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

To: craig crawford who wrote (11523)	12/4/1997 12:33:00 AM
From: Martin Milani	Read Replies (1) \| Respond to of 45548

O.K. now you are getting insulting which is O.K....where do you live..? your arguments make no sense...SGI and AAPL...get a life..Compaq has been trying lone to gain foothold in the networking market..and CPQ/INTC alliance has been around for a while...you don;t understand stuff...you don't understand the market ...you are not even reading my argument about PC market not being the only NIC market... looks like you had read an article and just wanted to say something..it is O.K. let it out son...I am listening..and I really doubt other vendors buying NIC cards from Compaq...Compaq is just trying to remain on Intels preferred vendor list...but then again maybe you should go back and read what I said....you've made some money..enjoy it...don't waste your time talking about things you don't have a clue about...oh I am scared Compaq is in the game....compaq is nothing but a clone maker...that s what they make IBM compatible PCs . so let me get it..3com tanked and is a gone for good because compaq makes NIC cards now...now that is a good one...

To: craig crawford who wrote (11523)	12/4/1997 7:50:00 AM
From: Beachbumm	Respond to of 45548

<In the coming months, Compaq will make a series of moves and announcements that will establish its positioning in the networking market.> Oh, boy, are we worried! This company with a ton of cash is a disaster waiting to happen. It means they can't put it to use in their core business so rather than return it to shareholders in some fashion, they're ready to blow it -- and thereby have a nice distraction for a while. Cramer (not that I care about him -- he could use a valium or two) is already on record saying that he had itchy trigger finger to buy CPQ but is scared stiff they'll make an acquisition! I can't wait for CPQ to get into internetworking; should do wonders for my DELL shares. Can't you see them now? "Should we go channel or BTO? Oh, what's a company to do?" Craig, personally I believe you are correct about COMS. Quite simply, we've been had. I think it'll go lower. But I admit I don't have the gumption to short anything in this market. But if you think we're scared of CPQ or INTC you're wrong. Beware of companies that have more gum than they can chew. Beachbumm