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

To: Ridgewood who wrote (19869)	7/29/1998 12:42:00 PM
From: Eric	Read Replies (1) \| Respond to of 45548

Thread I have been enjoying the comments here recently and have not posted here in awhile . JMHO: -Coms has finally gotten it's house in order with the new appointment of a COO, this was long overdue. Eric B's strength is in engineering and it's nice to see a good marketing type take over day to day operations. -DSL and cable modems will be big cash cows for the company in the future....... remember I said the future! Expect about 1-2 years before these technologies really fly. The cable companies and the phone boys need to build infrastructure first before this really has a chance to take off. -Dial-up modems are going to be the mass access method for quite a while. My guess is that it will have over half the access for at least the next 5-6 years because of it's simplicity of execution. -Nics and other means will get cheaper and profits should improve as 3Com builds it's own custom chip sets. This should also speed up execution and build a competitive position and profits. I have traded this stock for a number of years and took a large margin position in it last October. Needless to say I am not happy about what has happened in the last year but feel confident that the tide has turned. The street needs hard,continued evidence that the situation has turned around. I believe we will see upward movement in the next few quarters. It looks like we are going through a strong basing pattern here. Only time will tell! Still bullish, Eric