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

To: David Chang who wrote (15366)	4/30/1998 10:28:00 PM
From: saju chacko	Read Replies (2) \| Respond to of 45548

COMS should be SOLD for all who want to participate in the current rally. what's the point of waiting on this stock when there are others that will make you the money that you want? after you make some money elsewhere and if you're still interested in keeping COMS then rebuy it... there may be some wash implications but at least your making money and besides you can take losses for the next year anyway. Saju

To: David Chang who wrote (15366)	5/1/1998 12:41:00 AM
From: Mang Cheng	Read Replies (2) \| Respond to of 45548

<3Com Corp. and Bay Networks Inc. will supply TCI.NET with cable modem headends, identified in the DOCSIS specification as Cable Modem Termination Systems (CMTS). 3Com will also supply cable modems to TCI.NET, > David, that's by far the most important piece of news for coms (and for BAY) that came out this year in my opinion. These TCI contracts are the most sought after in the high-tech sector. Mang

To: David Chang who wrote (15366)	5/1/1998 8:17:00 AM
From: otter	Respond to of 45548

David, I'm going to say that for BAY this is NOT good news. Last year, Bay bought outright a privately held company who had a dominant position in the cable modem trials that were going on - one of the reasons I bought Bay. I knew COMS was moving into the business; but discounted it. My logic at the time was that of all the competitors, Bay (1) had a strong position and (2) could offer an end-to-end solution. Good story in my mind for BAY. Story was punctured by another person on the BAY thread a few weeks later who said that Bay was using the cable modem market to shill its headend solutions. The conclusion was that Bay's headend business notwithstanding, the modems wouldn't pass the standards gate. Good, credible response; but I didn't take any action. Well now, here's TCI... One of the largest MSOs in the universe - and Bay wins only a part of the whole procurement? And, not a nickel's worth of the cable modem business?? You can argue that part of a deal is better than nothing at all - and you won't be wrong. But... This is NOT the kind of win that is going to dramatically change Bay's fortunes, In my opinion.