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

To: KHS who wrote (22394)	9/30/1998 10:32:00 AM
From: joe	Respond to of 45548

KH, >>COMS CEO is an ambassador to the capital markets. I am either unimpressed with his speaking, or is it he is holding back his messages.<< Eric B. is a low key CEO who knows his stuff. He has a record to prove it. He can see the the future of the sector better than 99% of any network CEO. He's is somewhat low key and not a flashy salesman, but he does have a reputation as usually performing an "upbeat analysts conference". So what, wasn't Andy Grove the same, and how about John Chambers. Results speak for themselves. Analysts just want to see the bottom line anyway...they don't altogether trust Eric B.'s talk. When a CEO produces, he's a genius. When he doesn't, there must be a big problem. Eric B., even if he fell flat on his face and ended his career, has a hall of fame background to prove it. I would admit, his biggest problem is relating to WS. But, I notice he and the company have gotten much better at it. The company is much bigger now that last year, so there was some learning curve associated with the merger. The MAIN PROBLEM to watch out for, IMO, instead of who's doing what...is, where's the network sector stand now that we are getting signs of big telecoms having problems. Is this company specific or sector wide problems. I personally think the telecom and network sectors are doing well. It's just that the best are being separated from the rest. joe