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

To: joe who wrote (22950)	10/20/1998 10:24:00 AM
From: FUZFO	Read Replies (1) \| Respond to of 45548

according to the asnd thread asnd was downgraded by Warburg Dillon. THis may pressure other networkers today (JMO) Fuz

To: joe who wrote (22950)	10/20/1998 10:24:00 AM
From: sam	Read Replies (1) \| Respond to of 45548

I suspect that TI's report may have some relevance for COMS investors.

To: joe who wrote (22950)	10/20/1998 11:49:00 AM
From: Steve Porter	Read Replies (1) \| Respond to of 45548

Joe, I wonder if this is a way to control price? Well there has been no pricing change on the 3c905B in at least 6 months, which is pretty damned good all things considered. I don't think anyone else in the hardware market has been able to keep the ASP of one unit ocnstant for that length of time! As for com.com.com (I'll let you handle the early estimates and we can tag team it during the heavy posting period). If I see signs of this demand and back-log keeps up, I am going to put my estimate in at a whopping $.44. However I reserve the right to revise this estimate every 2 seconds. Steve