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


To: matt fahy who wrote (23012)10/20/1998 5:55:00 PM
From: joe  Read Replies (2) | Respond to of 45548
 


>>I did sell 1/2 my SUNW position while it was still up 3, had to take some profits off the
table, it has run pretty fast, but prospects still look extremely good for this company
imo<<

yeah, I remember they had a great quarter. I usually keep an
eye on them because they are in the scientific workstations
(I'm wondering how long they'll last competing with the INTC workstations),
and they are UNIX based (I'm wondering to see how UNIX survives
in the new MSFT NT era).

Somehow they're survivors. They've also got something else, which
I can't put my finger on yet...could be they will integrate
network consulting (Unix does have an advantage over Networking
compared to NT).

I've still got CSCO and MSFT....money machines. I'm trying
to hit my homerun with COMS. I confident they'll do it.
(If I start cranking some good returns down the line, I will
definitely switch some over to DELL...I think they have another
good year left at a minimum)

Just saw IMB and CA did well.



To: matt fahy who wrote (23012)10/20/1998 6:07:00 PM
From: joe  Read Replies (1) | Respond to of 45548
 


Dell Computer Corp. (DELL) 53 5/16 -3 15/16: in response to concerns raised by a Piper Jaffray analyst, direct marketer of PCs
says that demand for PCs remains strong and does not see any weakness ahead; earlier today, Piper Jaffray noted that there were
signs of weakness in the tech spending cycle, prompting shares of Dell to dip.....

Strong message; 2nd 1/2 of '98 could be strong for tech!