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

To: Marcel who wrote (12108)12/11/1997 12:12:00 PM
From: Mike Denman  Read Replies (2) | Respond to of 45548
 
Bear Bait

This is just how the inventory problem with COMS started becoming widely known. This guy is often more right than wrong. I have learned if he is talking bad about a stock you are long in, you better get out.

sfgate.com



To: Marcel who wrote (12108)12/11/1997 12:13:00 PM
From: sam  Read Replies (1) | Respond to of 45548
 
CSCO looks extreamly weak here. Will probably lead the other networkers down significantly (if thats still possible) too.



To: Marcel who wrote (12108)12/11/1997 2:49:00 PM
From: Beachbumm  Read Replies (1) | Respond to of 45548
 
You mean CSCO's? Yes. Margins going down, those old routers not going like hotcakes anymore.

I just don't think it's a great short candidate. The very last tech stocks to be pried from the dead fund manager's hands were MSFT and CSCO. I saw it in the coroner's report.

Beachbumm


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