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

To: blankmind who wrote (20179)	8/5/1998 10:15:00 AM
From: William Wang	Read Replies (1) \| Respond to of 45548

If NAZ can't rally 20+ points today, tech stocks will be facing big trouble in near term.

To: blankmind who wrote (20179)	8/5/1998 10:24:00 AM
From: joe	Respond to of 45548

FWIW, CSCO hyped up the fact that it had a great working alliance with MSFT and that all sorts of new products and whatnot would be coming out as a result. WRONG! Every company seems like it does it's own spin job of their own numbers, and one always has to get the magnifying glass and look deeper into the meaning. IMO, CSCO is possibly starting to escalate their hype a bit more....I have a feeling their business is getting squeezed harder and harder just as everybody else's is. Problem is CSCO's expectations haven't been lowered as most of the rest of tech stocks. Don't get me wrong, I think CSCO's a great company, but IMO, it has too much expecations to meet and having to support the entire net sector may eventually be too much pressure. Plus, they have to be going through a major product transition at some point - getting into the telecom equipment business. I don't think the map for this transition is apparent to anybody, and all the tellco's will have a ways more to go before they solidify their plans. I also think this applies to xDSL and Cable Modems. Future is still too fuzzy to know how the implementation to the mass public will come about. JMO