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

To: John Meares who wrote (12804)	12/31/1997 2:15:00 AM
From: Mang Cheng	Read Replies (2) \| Respond to of 45548

A very long and interesting article about Boardcasting - could mean some fundamental changes how we get info., sounds slightly negative to companies like coms since boardcasting won't need much switches (!, darn) : "Data broadcast may pose a challenge to companies, like Yahoo! and America Online, that aggregate content in order to become major Web destinations. The reason is that most available broadcast bandwidth out there is already owned by TV stations, cable companies, and satellite companies. Net-based content aggregators have no claim on a broadcast feed. " " Who wins? Hard-drive makers will have a huge new market. Companies that have been in this market for years, such as WavePhore and Data Broadcasting Corp., may finally break through. The consumer-electronics industry will get a chance to replace the entire installed base of CD players. However, the largest victor of all may be TV broadcasters granted free licenses of spectrum originally meant for HDTV. These vendors will reallocate this gift, valued by some at over $70 billion, toward more realistic uses like data broadcast. " pathfinder.com Mang

To: John Meares who wrote (12804)	12/31/1997 8:34:00 AM
From: Glenn D. Rudolph	Respond to of 45548

What is your take on these two stocks? Is ASND still a "favorite". Can these companies compete with CSCO? JRM, I should update my profile. I am not in CSCO at present. I feel they are fully priced. The media has not been kind to ASND. I do believe once they prove their earnings in January, they will appreciate. They do need to prove the earnings. There were two product press releases for ASND today so they are trying. I am long COMS but have less short term confidence. I believe the inventory problem will continue in the present quarter. However, I believe the market will take the price to 40 after tax selling. Meaning beginning this Monday. My largest position is ASND and I feel price appreciate from here will be the largest percentage in ASND. Glenn