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

To: Don Bebout who wrote (15007)	3/27/1998 5:17:00 PM
From: Scott Lerner	Read Replies (1) \| Respond to of 45548

I watched Mu also. I even had clients who dabbled in it, some successfully; some not. COMS is fundamentally different because they have a wide diversity of products and are entering a strong upgrade cycle. The stock has also based for a dramatically longer time. MU was rather swift in it's decline. The two situations are not even close. MU is as pure a commodity stock as you can get. COMS has patents, proprietary software interfaces, and alliances in the works as well as a large installed customer base that will need to upgrade. Scott