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


To: hitesh puri who wrote (14722)3/24/1998 4:36:00 PM
From: dougjn  Respond to of 45548
 
Couldn't agree more. Bow wow. Buy Csco. Like I did months ago. Been out of this sucher since the mid 40s, thank the Lord.

Bow wow. The modem business sucks. The purchase of US Robotics was a disaster. Overpaid for a clearly topping business.

The next connectivity direction is unclear, and whether cable modems or DSL or both, does not particularly build upon US Robotics strength.

Sorta like buying a minicomputer maker in the early adolescence of the PC business. Stupid.

Doug



To: hitesh puri who wrote (14722)3/24/1998 4:41:00 PM
From: Scrapps  Read Replies (2) | Respond to of 45548
 
You figured out this earnings report already? It ain't an easy one...suggest some study before we jump to any conclusion based on what shows on the surface.



To: hitesh puri who wrote (14722)3/24/1998 4:46:00 PM
From: David Lawrence  Read Replies (3) | Respond to of 45548
 
I say again, this quarter's numbers don't mean a thing. It's the forward-looking climate that the Street will focus on. The Street was primed for a disappointment, so COMS might as well clear the decks for favorable future comparisons.