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

To: craig crawford who wrote (11784)	12/6/1997 8:53:00 PM
From: Glenn D. Rudolph	Respond to of 45548

COMS: ADAMS HARKNESS changed recommendation from Hold to Moderate Buy on 12/05/97 COMS: Major Broker reconfirms the recommendation as Moderate Buy on 11/30/97

To: craig crawford who wrote (11784)	12/6/1997 9:38:00 PM
From: Pancho Villa	Read Replies (1) \| Respond to of 45548

Just my opinion. I mean the old 56K X2 modems should move better than they have during the last few months. Due to seasonality, I expect the volume of these modems to pick up. You know, during Xmas people buy old kinds of junk (including these upgradable modems). (I don't consider my post on model throughput a big deal. not something that will make me sell my shares at 30+ if it does not happen). You know, I was just thinking about ATT I bought heavily at 37, 33, 31+, last Spring, when no one had anything good to say about the company. Dumped it all last week. I know your perception is that COMS is the greatest piece of junk on the street. I happen to disagree with your view. A contrarian opinion (i.e., buying low when the outlook is bad and selling high when people are cheerful and confident) has served me well (for example, I would be selling Cisco now, at a fair if not overpriced level). This approach does not work 100% of the time, but remember, in this business you don't have to be right 100% of the time. Around 60% will do wonders. I of course may be wrong on COMS. Now, we can waist a lot of time discussing this issue: you telling me why COMS is a piece of junk and me telling you why I disagree. Just a waste as only time will tell. Let's wait. Pancho