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

To: Will Hou who wrote (19459)	7/21/1998 1:02:00 PM
From: blankmind	Read Replies (1) \| Respond to of 45548

craig, this post must be for you.

To: Will Hou who wrote (19459)	7/21/1998 2:13:00 PM
From: William Wang	Respond to of 45548

Will, are you asking for my response or you directing this to joe ? My take on COMS is quite clearly, you can get that by checking my previous posts.

To: Will Hou who wrote (19459)	7/21/1998 2:17:00 PM
From: joe	Respond to of 45548

Will, I have to warn you, if I start answering all those questions on your post, my post may be 2 or 3 times longer than yours. I don't want this thread to sic the Webmistress on me and have me kicked out of SI. (if this happens, I will resign up as Craig Crawford II; his alter ego). joe

To: Will Hou who wrote (19459)	7/21/1998 2:30:00 PM
From: William Wang	Read Replies (1) \| Respond to of 45548

Will, I give you a short answer. If you want to make quick money, forget about 3Com. It won't come back until street changes its negative view on COMS. Buy the stock with bright futures. If you are a long term investor and want to create a thousand messages to discuss hubs & modems on this thread, ask joe.

To: Will Hou who wrote (19459)	7/21/1998 10:57:00 PM
From: joe	Read Replies (3) \| Respond to of 45548

Will Hou, Ok, here's a response to your post. >>Interesting group of people we've got here.<< Thanks you...I'll take that as a complement:-) >>Couple of really determined "investors" swearing the possibilities of a "pop" on Monday. Sure! Definitely! No doubt! Techie! Run dog run! (or is it forest?) And one even popped my eyes out with a price tag of $300 (I imagine that was USD) in 3 years. Then by the time Monday afternoon approached, the tune turned big time to "pathetic", "dead" and of course, the tired dog theory.<< On this I could write a thesis. Just to shorten the answer, we have lots of "different characters" on this thread. When things are going good, certain types do more posting...vice versa when things aren't going so good. The "$300"...part joke, part truth, part killing time waiting for COMS going up. (IMO it's true though, maybe 5 years...not 3<gg>) The "pop" on Monday. You have to read between the lines. Part cheering, part killing boredom, part VERY PUZZLING options friday, part of some peoples way of having fun, part some people have no lives so they live their emotional life through COMS (blank for instance...<g>). COMS is a very peculiar behaving stock...for some people it's a "challenge" to try to figure it out. For other's , it's a nightmare. In short....lots of different personalities here which is good because we ultimately get lots of viewpoints. >>I was curious on this as well because not only I am a proud owner of Pilot Pro...<< I think some people are attracted to investing in COMS because they own one. >>questions on why this No.2 networking giant is not doing so good. ....didn't get answered (or maybe I missed a few postings)<< Yeah, you have to put in some work, you know. Just read today's posts and you will get a sense. Try going back a few days or weeks worth. If you're not willing to do this...I warn you that you will not have the patience for COMS, and you'll "throw in the towel before long". >>...AMZN...has a future<< As a stock yes, as a company that makes a profit...nobody knows that yet. >>3Com has defined itself to the lower end of the networking market, namely remote access/dialups, adaptors and carrier level. CSCO is dominate in higher end and fighting its way into voice and some claims that a big clash with LU is coming. We don't care about that. So, although listed as No.2, it is a shrinking No.2, with Intel making low end equipments and adaptors with lower pricing and other means of accessing/dialups coming into play,...<< You need more homework on COMS. They make a lot of products, some low end some high end. Low end can still make profits. Look at low margin box maker DELL. COMS is also transitioning to higher end products. It takes a while to understand the networking products. I'm still working on it myself. Intel - Intel has tried to prove itself in the network area, and has done a terrible job. COMS has whipped it's butt in this area already...and will probably continue. COMS has lot more tougher challenges than pseudo competition like Intel and CPQ. >>...COMS bought USRX at a discount...<< See, if you did you're homework, you'd never say something like this. Even me, MR. BULL, I gotta admit that USRX was a big chunk of $$. >>merger times is turbulent times and it's gonna take a while for things to get going. That could partially explain the depressed stock price.<< true >>According to research reports, COMS LT future growth is 25% (next 5 years), and the past 5 years it has a 20% growth rate.<< Different ANALysts have different opinions on this...but more or less true... >>The company is becoming a maker of commodity devices, and I do not see how that could help it going forward.<< This is BLLST - simplistic generalization about COMS. Also, some companies do well with commodities...did I mention DELL?. joe