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

To: Glenn D. Rudolph who wrote (12857)	1/1/1998 10:48:00 AM
From: chirodoc	Read Replies (1) \| Respond to of 45548

Think how many money managers are kicking themselves for ignoring the cable stocks--gates buys comcast and the sector goes whacko--straight up. everyone feels bad that they missed the move--3 com is in the gutter--now news that glut of old modems is driving price down and they could be the leader in cable modems--ah hah! they smell opportunity--remember they are thinking 1-2 years out for profit. that is my take on why this stock may be under accumulation by money managers. after all, if you already own cisco--who else do you buy for diversification? ascend-bay-fore-cabletron? they are much riskier even though coms is not cheap at this level and could still fall further if earnings are dissapointing. what do you know about earnings predictions?