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

To: joe who wrote (17529)	6/16/1998 9:41:00 PM
From: Steve Porter	Read Replies (3) \| Respond to of 45548

Joe, If this is true, we're going to have to make sure to keep you on this thread!! Well don't worry I ain't going anywhere.. COMS is looking good and demand is going through the roof. People are starting to really get sick and tired of CSCO's proprietary crap (even the folks on campus are getting like that and they have given organs to CSCO). CSCO has dug their own grave by charging to much in an industry which will be heading into the "big unit numbers, lower margins" type of market. So, after you take 'your break' at $30 (which IMO is insane if you think numbers next week are OK), Joe I said I would jump out if I felt the run up happened too quickly and for the wrong reasons.. if I feel there are good reasons and 30 happens right around earnings (give or take a couple of days) then I won't be going anywhere. I am counting on good earnings and am seriously thinking of revising my estimates (I will include some margin numbers this time too.. but these would be more refined and will require time.. something I am still short on). then you will be back - right?? If I feel the run-up is for the wrong reason I will get out and get back in just before earnings.. don't worry Joe, "I'll be back" ;-) Too bad we can't buy somebody a beer over the net<g>. ...one of the drawbacks of cyberspace. Send you cheque or money order to..... ;-) Finder had a decent post for once...about Jabil Circuit [Jabil's major customers include Hewlett-Packard, 3Com, and Cisco Systems] I'm reading the earnings report to see if this is a problem. If you have time, look into this problem and let me know what you think. Well what exactly do you want to know. I can look at it, but what in particular do you want looked into? Steve