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

To: William who wrote (22045)	9/23/1998 1:52:00 AM
From: joe	Respond to of 45548

>>(it's down both in revenue and net income if you compare with last year).<< You're missing the boat. I've answered this question 2 or 3 times. You are not comparing COMS to a MSFT or a DELL right now. AMAT...they're thinking of laying off people...Asia problems are always worse than they think....Might not be till '00 before then have robust pick up in chip sector. Anybody who believes in a rosy pickup in AMAT is believing that Asia will solve its problems soon and the chip glut will be over pronto...anybody who invests in promises like that is fooling themselves. I'm sure AMAT will get to its former glory just as COMS will, but AMAT has no visibility whatsoever (actually it's worse, it has definite negative visibility). COMS is starting to have visibility...big difference.