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

To: blankmind who wrote (19490)	7/22/1998 12:42:00 AM
From: Mang Cheng	Respond to of 45548

Directly from the mouth of the horse : "Haluy asks: 3Com has been left behind, do you view it as an opportunity or just another laggard? Creme_Delacramer: I am long a small amount of 3com because I fear it will move without me. I feel them same way about Oracle, but at least with 3com i am confident the worst may be behind them." From today chat, please try to see if it's free: thestreet.com Mang

To: blankmind who wrote (19490)	7/22/1998 12:57:00 AM
From: Mang Cheng	Respond to of 45548

< the deal for usrx was baaaaaaaaaad, very baaaaaaaaaad.> Blank, the deal is bad, but the strategy is very sound. Without the USR's Total Control RAS, coms would not be able to provide any VOIP now. I think majority of those ADSL, cable modems are also mostly inherited from usr. Without all these stuffs, coms would not be able to participate in the explosive internet growth. These are the area not dominated by cisco and coms will have a fair chance to succeed. USR may not have the earning power right now but the market shares are what Eric paid dearly for. And there are premiums in that sort of things. Mang