Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Innuit who wrote (13769)	2/6/1998 10:24:00 AM
From: craig crawford	Read Replies (3) \| Respond to of 45548

<< Do you know whether the Cowen article took into account the ITU decision? >> Who cares about the ITU standard? Everybody knows about it, it's no secret. It's already discounted by the market. One thing I have learned about analysts is they are often dead wrong and off the mark. But it pays to listen to them when they say negative things about a company. If you ask me analysts miss things when they make bullish recommendations, but usually won't say something negative about a company unless they are pretty sure that they know what they are talking about. COMS got started with a hold earlier this week (hold=sell), and now Cowen makes negative comments. COMS has been acting weak as of late with no conviction when it rises (only fractional rises) and it has been rarely closing at the highs of the day. The only thing that has been propping it up is the buoyant market plus a flood of "positive" releases like modems standards and new product offerings. COMS insiders were just selling shares at about the level we are at now only recently. If their problems were all behind them and the outlook is so bright for the next year how come insiders are still selling and analysts are still saying to stay away? Because COMS problems aren't solved. Plain and simple...

To: Innuit who wrote (13769)	2/6/1998 10:36:00 AM
From: Mang Cheng	Respond to of 45548

"Lucent Technologies Applauds New High-Speed Modem Standard Interoperability Testing Progressing Well" ALLENTOWN, Pa., Feb. 6 /PRNewswire/ -- Lucent Technologies' Microelectronics Group added its support to a new draft standard for high-speed modems agreed to this week at an International Telecommunications Union (ITU) meeting in Geneva. An ITU committee has been working since March 1997 to develop a standard for PCM (pulse code modulation) modems -- the fastest analog modems available today with transmission speeds up to 56 kbps*. The ITU is likely to ratify the standard, called V.90, in September 1998. biz.yahoo.com Mang

To: Innuit who wrote (13769)	2/6/1998 10:39:00 AM
From: craig crawford	Respond to of 45548

Oh, and another thing. I remember on the Cavuto Report a month or two ago the CEO of National Semi making all kinds of bullish comments, saying everything is OK with their business and they didn't see any slowdown in orders from COMS (their largest customer I think). I took it to mean that they were confident that their business was on track. The CEO even sounded like he was complaining because the market was treating NSM unfairly. Now a couple of days ago NSM gives an earnings warning and they are trading at 52 week lows. Idiots. When asked if TXN saw orders for DSP's from COMS slowing they buttoned their lip. They didn't want to trash on their customer and say anything bad. Silence speaks louder than words. I notice COMS is down with the market up 70 points. Par for the course.