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

To: craig crawford who wrote (16962)	6/5/1998 12:50:00 PM
From: joe	Respond to of 45548

COMS THREAD - financial clues Looks like COMS is cleaning out some more inventories. The following is the latest report on Dell'Oro Group 1Q98 Router & Remote Access Report; Multi-Service Voice *Caveat*: They most probably did not account for cleaning out the inventories, so COMS numbers may be underestimated. We need some Ascend folks to come over and tell us why the Remote Access area is so screwed-up (COMS couldn't possibly be leading in this area<g> Message 4739272 (credit goes to moonray for obtaining this info)

To: craig crawford who wrote (16962)	6/5/1998 1:21:00 PM
From: joe	Respond to of 45548

>>Yes I bought more than one contract, but what does that have to do with anything? Does the amount of the bet you place have anything to do with your success in predicting the outcome?<< Your right, the amount of the bet has nothing to do with predicting outcome. I was just asking to see your conviction level and to see how 'honest' you were. Buying 1 share would be the extreme case of BSing. I know that it's a good rule not to talk specificly about $$ and share amounts that we all invest, so I respect your space. I was just trying to draw out some extra info on your conviction level, and obviously, you didn't fall for the bait. I'll save you the time... No need to answer this post with a "my conviction level is 100% bearish against COMS" answer. I just did it for you<g>.

To: craig crawford who wrote (16962)	6/5/1998 1:22:00 PM
From: blankmind	Read Replies (1) \| Respond to of 45548

care to elaborate as to what you see?

To: craig crawford who wrote (16962)	6/7/1998 3:38:00 AM
From: joe	Respond to of 45548

>>I already know it's going to be bad. Everyone knows that. I like the risk reward with those puts. Maybe they will quadruple if all hell breaks loose. If it doesn't look like the puts are going to do much I can buy COMS at anytime in the next 43 days and I have an insurance policy that limits my losses below 25.<< Now, I wonder if buying COMS "in the next 43 days" means more like "buying before the earnings report". I suspect a tinge of Bullishness. Minimize possible loss, and leave yourself open for the possibility of a nice upward pop. Pretty crafty there CRAWFORD <g>.