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

To: craig crawford who wrote (12729)	12/28/1997 8:17:00 PM
From: W. Clinton Terry	Read Replies (1) \| Respond to of 45548

Concerning Yhoo. Do you have the PE and the short interest? Thanks. Clinton

To: craig crawford who wrote (12729)	12/28/1997 10:06:00 PM
From: Ryan Plovie (Hijacked)	Respond to of 45548

3-com is nearing its 50 day at 36, this could be positive

To: craig crawford who wrote (12729)	12/29/1997 12:06:00 AM
From: WBendus	Read Replies (1) \| Respond to of 45548

Craig, In my opinion both Yahoo and AOL are extremely over priced. AOL is being priced by its subscriber growth, which I think stands to suffer from extremely stiff competition from cable companies as they begin to make faster connections cheaper. I currently use Prodigy Internet for my ISP and I am seriously considering the switch to Time Warner's Road Runner service. I currently pay $20 a month for Prodigy, $20 for the 2nd phoneline and $15 for a subscription to Market Guide Company reports, making my monthly costs $55. If I switch to Road Runner it would cost me a $50 one time setup fee, which would include the cost of the NIC, cable modem and software, and $35 a month for the service and $20 for Market Guide on the web; a total cost of $57.08 a month, including a 24 month cost recover for the setup. When Road Runner comes down or Prodigy goes up in price, I will swap. The only thing holding me back now is the fact that I have already established data files based on the prodigy market guide data formats. For anyone else, the switch should be much easier. Imagine what it would be like if Time Warner dropped their price to $25 a month. I suspect that the do not have the capacity to offer such a subscription price but when they do, look out. Wayde.

To: craig crawford who wrote (12729)	12/29/1997 12:23:00 AM
From: Mang Cheng	Read Replies (1) \| Respond to of 45548

<Try YHOO, it's trading at 60 times sales!> As a user, I think yahoo offers the best all-in-one investment site what-so-ever. Its potential should not be underestimated. I use it everyday. Of course I'm not saying it's or it's not overvalued. Try quote.yahoo.com The portfolio feature is absolutely stunning ! Mang

To: craig crawford who wrote (12729)	12/29/1997 12:30:00 PM
From: Stewart V. Nelson	Respond to of 45548

Craig <<<Why have you ruled out going short?>>> I have not ruled out short sales. I would not short anything that might be confused with a y2k "silver bullet" however, even DDIM at current levels! Most networking stocks would be good short candidates, as well as enterprise software vendors. I am getting evidence that many corporations are putting all IT purchases on the back burner until an assessment of y2k issues has been made. I agree about Yahoo. I was close to shorting it at 30! Glad I didn't. Will take another look. regards Stew