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

To: Thomas George Warner who wrote (11686)	12/6/1997 10:11:00 AM
From: Pancho Villa	Read Replies (2) \| Respond to of 45548

T.G.W. >>Pancho I can tell you from long experience that there are very very few people in any business that understands the entire business AND the present and long term effects that impact on it<< Agree with you 100% and those who think they do [i.e. think they understand the entire business] are probably fooling themselves. I stick to the big picture: COMS #2 networker, has been very successful in the past. Some indigestion from buying USRX (perhaps a bit pricey), but strategically a good move as USRX gave them leadership on the consumer modem market which tied to their continued dominance in the PC ethernet card market makes for a very powerful strategic position in a rapidly growing market. Regards, Pancho PS: as Lynch says one should be capable of explaining why one is long a stock with a simple understandable story. This is my story for COMS. [not claiming I am right, just my opinion]. I use the story approach to justify my shorts too. When the story changes I cover the short/sell the long.