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

To: craig crawford who wrote (21173)	9/2/1998 6:01:00 PM
From: joe	Respond to of 45548

Nice scoop Craig!! Paul Weinstein is the COMS "axe". Interesting that he's changed locations now 2 or 3 times since last May. btw...if you follow Broadcom, there's a couple page article about them in this week's Business Week...the one with Yahoo on the cover.

To: craig crawford who wrote (21173)	9/3/1998 10:09:00 PM
From: Greg Jung	Read Replies (2) \| Respond to of 45548

Here's a sobering excerpt from that article: Even for companies with the strongest fundamentals, there's enough cushion left in the stocks' valuations that it's difficult to call a bottom just yet and easy to be worried about a further drop should signs of recession materialize. "There isn't anything in terms of core asset value that you could point to," with respect to many networking stocks, says DLJ's Buck. "In order to say, 'Hey, these guys can't sell below that [price].' At least not until these stocks go much lower down than they are today." Craig, have you turned soft on 3com? Greg