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Technology Stocks : COMS & the Ghost of USRX w/ other STUFF -- Ignore unavailable to you. Want to Upgrade?

To: DMaA who wrote (14205)	3/24/1998 6:07:00 PM
From: MulhollandDrive	Respond to of 22053

>>Estimates for earnings this quarter were all over the board ..<< Hi David, well, that's a big problem, imo, COMS had better start doing a much better job a guidance. Without it volatility will be the rule. Contrast to CSCO....

To: DMaA who wrote (14205)	3/24/1998 6:48:00 PM
From: mr.mark	Respond to of 22053

someone asked about afterhours... joe "haircut" on CNBC just said ten minutes ago that COMS is up 1/8 on instinet. also on CNBC just now... philip schettewi, managing partner at loomis, sayles said he thinks 3com's cc is a big positive, inventory is all cleared out, and all we'll hear now from this company is good news. he was also feeling pretty good about the microsoft news, which will naturally spread throughout techland tomorrow. mr.mark (with that Feeling)

To: DMaA who wrote (14205)	3/25/1998 9:12:00 AM
From: Moonray	Read Replies (1) \| Respond to of 22053

U.S. HEADLINE STOCKS - Issues to watch March 25 Wednesday March 25, 8:03 am Eastern Time NEW YORK, March 25 (Reuters) - Issues to watch this morning: -- U.S. stocks were stronger in London. -- Microsoft Corp (MSFT - news) said it expected current-quarter earnings to beat analysts' expectations by around 9 percent. Chief Financial Officer Greg Maffei said after the market closed in New York on Tuesday that earnings would be boosted by strong sales and declining expenses. Microsoft shares closed at 84-15/16. -- Dell Computer Corp (DELL - news) said after the market close that it had not been affected by a personal computer price war in the United States. It said it expects strong sales growth to continue through 1998. Dell closed at 65-3/4. -- 3Com Corp (COMS - news) reported third-quarter operating results that fell well below analysts' expectations and were down 96 percent from a year earlier. Third-quarter operating profit totaled $7.4 million or $0.02 per share, before a pretax credit of $0.02 per share. The First Call consensus estimate was $0.14. A year earlier 3Com had net income of $0.50 per share. 3Com closed at 37-1/4. -- H.B. Fuller Co (FULL - news) fell in after-hours trading Tuesday as the adhesives, paints and chemicals maker reported first-quarter earnings. Fuller traded at 58-3/4 after the bell, down 1-5/8 from an unofficial settlement of 60-3/8 on the Nasdaq. The company posted first-quarter earnings of $0.44 per basic share, including an accounting change that added $0.10 to earnings per share. Analysts had expected $0.43 per share, according to First Call. -- Networks Associates Inc (NETA - news), the network security and management products maker, said it will buy Magic Solutions Inc, a help-desk software company, in a $110 million deal. Networks Associates said it expects to take a second-quarter charge of $90 million related to the purchase of in-process research and development. The company's shares traded at 63-3/16 after the bell, down 1-7/16 from a settlement of 64-5/8, traders said. -- Netscape Communications Corp (NSCP - news) is expected to announce a reorganization Wednesday creating a new division focusing exclusively on its Web-site business, the Wall Street Journal reported. Netscape closed at 19-1/8. -- Wal-Mart Stores Inc (WMT - news). is preparing to test the appeal of much smaller stores that could compete with convenience stores and traditional supermarkets, the Wall Street Journal reported. Wal-Mart closed at 50-7/16. [EDIT] COMS coming down a tad. Now 38 1/4 Bid on 1,222,800 in pre-market trading according to DATEK. o~~~ O