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

To: craig crawford who wrote (22129)	9/23/1998 1:28:00 PM
From: joe	Read Replies (3) \| Respond to of 45548

I know I didn't get any sleep last night, so I gather you didn't either<g> I know I'm sleepy because I missed this: (see if you can guess who it is) That's why I am trying to build a mix of rate-cut names and bulletproof names, but I am leaning more toward rate-cut names because the upside is much bigger and the downside, at this point in the cycle, is much smaller. Of course, some stocks escape the dichotomy. Those that have a product cycle, like the Intel (INTC:Nasdaq) Pentium II, or a potential price increase, like the disk drives, can be bought without regard to Fed concerns. I know that sounds glib, but after last night's 3Com (COMS:Nasdaq) call, I just keep feeling better and better about tech. (And what is this sales-lag stuff on the site? That's just silly. I am long 3Com, and I was very pleased by these numbers -- as was everyone else I know.) Even he mentions the BS about the sales lag comparison to last year. Too many journalists without a clue. You can't do a year over year comparison in sales, and further more tech in general has been going through inventory problems. But now the inventory problems of all tech are starting to improve.