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


To: TechMeister who wrote (22285)9/25/1998 1:27:00 PM
From: joe  Respond to of 45548
 
TM,


>>LIMIT 5 PER CUSTOMER. NO DEALERS OR RESELLERS. (3Com Palm Pilot III)

This is what I saw on MicroWarehouse website that sells Palm Pilots. Looks like they
are HOT and hence the per customer limit!! <<

Yup, you know something is going on. IMO, it could relate to
the NEW Palm Pilot version coming out soon, I think in Nov.,
before Christmas. I think it's called the RAVEN (can't
quite remember name; have to look at my notes).

Thanks for the info. TM. It's little things like this that
accumulate and verify the picture of things COMS has been talking
about in the last quarter.

IMO, I'm starting to think that the CC didn't talk about future
products, contracts, and partnerships as specifically as would
have been more beneficial. I was thinking that they might unleash some astounding contract to the analysts, but this didn't quite
happen, IMO. BUT, they are still in the works, and I feel
they are soon ready to bust. I think some analysts know
this but can't say yet because it's not written in stone or
some reason that we don't know about.

Some Money Managers are buyers because they are savy about
COMS and are picking it up early. COMS is still on it's
early part of its 'turnaround'.

Anyways, today's tape seems much more confident. And I
interpret this as a cooling down from the Long Term Capital
fiasco. Buying on the dips, is a good strategy, IMO, if
you're lucky enough to have cash. Institutions are still
in accumulation mode, and international problems are giving
them time to buy at good prices. JMO.

joe

P.S....The NIC price cuts by INTC are same old stuff. Has
it bothered COMS in the past? No. This game is only natural
and COMS has long anticipated it and still is market leader,
and still is making good profits off NICs. Also, INTC NIC quality
is far inferior to COMS NICs.