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

To: Crzy Joe who wrote (13879)	2/11/1998 1:42:00 AM
From: blankmind	Respond to of 45548

1. 12 billion dollar merger does not exactly happen overnight. yes, and so far it has not finished, so acquiring another large company, nn, with a current market cap of about 4 billion would only wreak more havoc. coms purchased usrx for about 7 billion, or almost doubling the shares of coms. purchase price, 156 million shares. product overlap is one thing, coms bought "tarnished" technology in underestimating x2 vs flex and did achieve their desired goal of controlling ras/rac. purchasing onstream networks for its atm technology for 3.3 million shares. nicecom for 48 million dollars (not shares) for atm technology. chipcom for 18.3 million shares and atm technology. sonix 2.8 million shares for isdn technology. the list goes on, these smaller acquisitions are paying off in products, because of coms size these technologies now have the coms marketing and engineering to help develop and deploy further, and allows coms to acquire technology. 2. Two weak companies? USRobotics 3Com this is a misunderstanding. i am referring to nn and coms. i believe the coms part of usrx/coms is a very desirable company and developing excellent products. usrx that's another story. as far as nn, they are having serious problems because old technology sales are slowing, while the new technology is not enough. if coms could do it over again, clearly, nn would have been a better fit with better technology than coms.

To: Crzy Joe who wrote (13879)	2/11/1998 2:15:00 AM
From: blankmind	Respond to of 45548

from asnd thread: From: Gary Korn Tuesday, Feb 10 1998 11:38PM EST Reply # of 34339 YTD performance of selected network stocks through Tue., 2/10/98: Stock 12/31/97 02/10/98 %gain(loss) ASND 24 1/2 33 7/16 36.5 SHVA 8 9/16 11 1/4 31.4 MADGF 3 7/8 4 5/8 25.8 XYLN 15 1/8 19 25.6 BAY 25 9/16 31 13/16 24.4 MRVC 23 7/8 28 3/4 20.4 LU 79 7/8 93 13/16 17.4 CSCO 55 3/4 64 3/4 16.1 XIRC 10 1/16 11 9/16 14.9 FORE 15 1/4 17 3/16 12.7 PAIR 19 3/8 20 7/8 7.4 CS 15 16 1/16 7.1 WSTL 12 3/4 13 5/8 6.9 NT 44 1/2 46 13/16 5.2 NWX 277.83 288.41 3.8 TLAB 52 7/8 54 1/16 2.2 COMS 34 15/16 32 5/8 ( 6.6) NN 34 7/8 21 13/16 (37.5) Gary Korn