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

To: matt fahy who wrote (22850)	10/16/1998 11:28:00 AM
From: sam	Read Replies (2) \| Respond to of 45548

Market will price this cut in now -- and the November cut will be priced in shortly thereafter. Lot of nervousness still in market. But IMHO COMS is a safe place to be. Safer than CSCO at this price (IMO). It'll see nice upside since fundamentals have recently changed and funds will begin accumulating again. Plus, there's lots of intangibles that could REALLY impact earnings to the upside. COMS' Total Control product line is starting to get a lot more respect. COMS' modem business will see nice gains with less competitors and coming computer upgrade cycle. CSCO is moving into other fields and COMS (and others) is looking to take up the slack. Eric is a big picture guy who understands the future of networking as well or better than anyone I've listened too. And the Palm Pilot is gravy. FWIW, I do not believe COMS will be taken out.