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: joe who wrote (17692)	6/18/1998 4:22:00 PM
From: hitesh puri	Read Replies (1) \| Respond to of 45548

Looks like someone stuck a stick of dynamite up our Dog's as and he is bolting because of that. Jeez, what a joke this company has become. Shareholders are waiting for a buyout to save them. Cisco gets slapped with a lawsuit by LU and LU falls. I wish I had seen this teflon coating on Cisco before I dumped it earlier. I still think that LU is going to buy both 3Com and Ascend and break it up and sell their RA businesses to someone like Alcatel, retain the WAN switching and edge products because the latter is getting intelligent. Cisco's glory days are ending and they face severe competition now. Investor sentiment is changing due to King Kong Lucent is now on the horizon versus this 800 lb gorilla. Their high margin products are slowing a lot and sales of silicon dominated lower margin products are taking over. Margin squeeze is inevitable and once that is apparent, watch out below. Their 10Qs have been constantly saying that but WS as usual gives a st because it aint their money they are playing with. So what if their fingers get singed a bit, they will pull their hand out before the fire gets too hot. I see the semis getting attractive again for a rise in Q4 and the Semi Equipment for Q1-Q2 99. Look at risk reward ratios and you will see light. -hitesh