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

To: mr.mark who wrote (14616)	3/22/1998 3:13:00 AM
From: Mang Cheng	Respond to of 45548

A pretty good coverage of the NN/Deutsche Telekom AG confusion last week. Looks like NN is still in the race and the alliance of coms/nn/seiman looks stronger by the day. Message 3782577 Mang

To: mr.mark who wrote (14616)	3/22/1998 4:43:00 PM
From: joe	Respond to of 45548

mr.mark <greenberg is too wrapped up in his own little wars to take on craig crawford's cause.> Probably true, but can't hurt to try. At least to find out if lawsuit has any credibility. My impression is that it's a scare tactic. Greenberg has probably pissed off lots of people lots worse. Probably Cramer too, these guys would know if lawsuit has any substance. Hard to believe it does. Maybe I'm missing something.... <i just "unsubscribed" last week. i'd been looking for an excuse to drop them, and greenberg coming onboard was it.> Yes, I can understand why you might think that. Greenberg seems to have an 'attitude' that I don't like. My first reading/hearing of him was when he ripped up COMS last fall or so. He got on their case for the 'creative charges'. I didn't think COMS had done anything illegal. At the time, I didn't like him because, I felt like he was taking my $$ from my pocket. I felt the same about Floyd Norris from NY Times who had an article on the same subject. Then COMS stock started dropping sort of mysteriously, and it was hard to tell exactly why. But, I felt it was partly 'their' fault. I've come to realize, that's not really the case. It's a lot more complicated. It's the modem standard, the USRX merger, the new product transitions, competition, supply of $$ for network investments, etc..... Then, I just kept up with some of his columns to see if he'd dump on COMS some more. He has..., but he's got some points. He also dumps a lot on other companies, and he seems to be right more often than I had liked. He called the INTC crash pretty easily with the CPQ crash. I started realizing I could learn from this guy - if nothing else, about 'inventory problems'. Also, I feel there is too much hype in tech journalism, so I search for negative tech news to see what can go wrong. I don't like hearing it from guys like Greenberg, but it's better than losing $$. <sure felt good unsubscribing to tsc, though. man, there's way enough news out there on the web for free that i can't keep upwith. why was i paying 9.95 a month for blah blah blah yep?> Yes, there's a whole lot of info on the web now. It's great and it's also lots of work sifting through good with the bad. It's interesting how everybody in the stock investment business has their own style. I think that's good. Everybody needs to do their own homework - as Cramer, and Greenberg repeat over and over. TSC isn't that great if you're just looking for info on COMS. It's more of a general overview of the market and focuses a lot on the process. Lots of world economics, interest rates, mutual fund flow of money, ideas. I'm fascinated by this kinds of topics. Maybe you don't have much use for these things? I find them useful for another portfolio I'm working with, but with COMS specific stuff, it's harder to relate. On the other hand, I think a very good question is: How much of East Asia problems affect COMS? I don't think the full answers have been declared yet. I have no confidence in Eric B's pronouncement that East Asia will hurt COMS in the future. It may be the case, but I think he's saying this moreso to cover his butt than to be informative. <really looking forward to COMS this coming week> Yes, me too. Seems like a lot of us have been waiting a while for COMS to get up off the ground. All this waiting can be discouraging, but I'm in it for the long haul. I try not to get my expectations up too much for this quarter, BUT it would make life a little easier!! Joe