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

To: craig crawford who wrote (13259)	1/14/1998 12:10:00 PM
From: Randy Ellingson	Respond to of 45548

We all have been. And yet there's this nagging networking growth making it easy for COMS (to avoid 25), so far at least. Or is it something else that allows COMS to levitate above your dream price of 13 or so? [since you're shorting I would think 13 would qualify as a dream come true...] Is it your opinion that COMS made its bucks on NICs in the past, and now has to learn to play the real game? That their technology is inferior, or their marketing, or both? I'm looking for ideas beyond just 'inventory problems'. For one, the modem and NIC business (what % of revenues this is I don't know) has got to be hell AFA profit margin goes. But how they stand to fare with their serious networking products I guess remains to be seen. Randy