SI
SI
discoversearch

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: joe who wrote (17490)6/16/1998 2:53:00 PM
From: Mark  Read Replies (1) | Respond to of 45548
 
Thank you Chris and Joe.

In case this helps all network investors out there www.nasdaq.com has
developed their site with analyst info that - at a cursery level - is
good to have for reference.

Also this site has market activity which is helpful sometimes but I
suspec there is a better market activity web site. For now www.nasdaq.com does the trick to check the top 10 in volume, gains, losses.

Kind Regards,

MArk



To: joe who wrote (17490)6/16/1998 2:59:00 PM
From: Mark  Respond to of 45548
 
Theory re: volume pumping up on COMS.

One scenerio may be that the numbers COMS will report are firming up and the results are 'pretty good' relative to the massive speculation going on re: Q4 earnings and related issues (ie.channels, inventory, price pressure, market share, commidtizing, etc).

People on the inside are buying now. The price however is not flying for 2 reasons:

1. lots of sells still in place, but MORE IMPORTANTLY...

2. insiders who view the firmed up numbers as 'pretty good' are
not sure how this market will react so the price is relatively stable as buy orders go in at prices 23-25.

Now, if my hypothesis is correct then my take is a 'pretty good' earnings report may have little effec in 2 -6 weeks but would greatly improve the price over 3-6 months.

Remember, the market is more efficient than anyone on the inside will acknowledge!!!!

Thoughts?

Your Canadian network friend,

Mark