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

To: Maverick who wrote (13872)2/10/1998 6:44:00 PM
From: Mang Cheng  Respond to of 45548
 
"Intel execs look to unload shares "

"A group of eight Intel (INTC) insiders have proposed to sell more than half a million shares at a time when the chip giant's stock is rallying, raising the question of whether they view the boon as short-term. "

"The Intel insiders, along with a handful of executives and directors at companies ranging from Gateway (GTW) to Compaq (CPQ), have filed to sell their company shares during the last few days, according to filings with the Securities and Exchange Commission. "

news.com

Mang



To: Maverick who wrote (13872)2/10/1998 10:59:00 PM
From: Christopher White  Respond to of 45548
 
Maverick,

This news from INTC is not good for COMS. COMS stock's dive last year at this time was partly a result of INTC aggressive price cutting in NICs, COMS bread and butter. Now INTC is aggressively moving into GBE, a product that is supposed to be COMS cash cow for the next few years. What happened to COMS lead in GBE? Do you know if INTC's GBE offering is better or worse than COMS' from a technology standpoint?

Christopher


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