Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Dick Smith who wrote (15474)	5/7/1998 2:48:00 AM
From: joe	Respond to of 45548

Hi Dick, Good to hear from you!! Thanks for responding to my posts. Lots of good pts. >>and it's better to discuss these things, and try to understand what each other is saying, so that we all understand the Street and the World better than other people<< that's why I'm rambling on and on.... I'm trying to understand things as much as I can...I'm trying to get deep into the COMS ZONE (as in twilight zone<g>) >>I'm always suspicious, though, about techie types (as many of us are, here) trying to understand the market.<< Yes, that's why were investing in tech stuff. We invest in what we know. This is a good start, but not good enough, as we soon find out when we lose $$. The market is the greatest humbler/teacher of all. Anybody out of touch with reality will be fleeced. I do try to understand the market. But, lately, I'm trying to understand the mechanics of the business itself. I subscribe to the idea that if the fundamentals of a business are sound, then, in the long term, the price of a stock gravitates to it's true value. Aside from the tech skils of COMS, I think the company is very capable. There's good planning (except, maybe with the modems stuff, which is very debateable), good marketing, some seasoned veteran's who have experienced tough times, some business minded leaders in the organization - people who have the right vision. I think there's people in COMS who are good at taking tech stuff and turning it into a marketable product for mass consumption - good at thinking about how to crank out a profit. What's your sense of the non-technical side of COMS? Thanks - Joe