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

To: joe who wrote (23589)	10/30/1998 11:49:00 AM
From: Shroder Wertheim (Hijacked)	Read Replies (1) \| Respond to of 45548

Dump your Cisco and get into COMS Going forward, Cisco has much much lower sequential growth than COMS. Cisco is selling at 10 times its sales where COMS is not even 2 tims of its sales. The biggest negative of Cisco is its LAN Enterprise/ISP products are so weak. Nobody should buy these products, and Cisco has strong competitions which it did not have 18 months ago.

To: joe who wrote (23589)	10/30/1998 11:49:00 AM
From: Ron Dior	Read Replies (1) \| Respond to of 45548

Don't slam me for this but I like to look at both sides of the coin. Don't forget that this is the end of the month and much window dressing is going on. COMS has beat up a lot of these funds and a boost was desperately needed by many in this one. Don't get me wrong, I think the chart looks great on COMS and I also feel that it is a great company with a bright future, but don't get ahead of realism. Nov. is looking to be a down month and there are many factors that could drag COMS back to its trading level. I think the key will be in the next few weeks when the funds aren't manipulating the price. This could be a good opportunity to take some profits and sit on the sideline for a bit. I am long COMS since mid 20's and am thinking seriously of doing just that. Ron Dior

To: joe who wrote (23589)	10/30/1998 12:43:00 PM
From: Steve Porter	Respond to of 45548

Joe, Sorry for the delay in replying. Did you sell at 37 go through yet.. if not cancel it. It will finish the day at around $37.50 (an option price again). Tomorrow we may trade back down to $36 which may be a good re-entry price for your 50%. Myself I'm not taking a chance. Re: the timing. This announcement I believe was time to be a precurser to a bigger announcement. This announcement was probably made to show people that COMS equipment is really good. Why did COMS do this now. LIkely because a large deal is about to go through for a backbone (hmm I wonder who) and COMS was told to reassure this other company's investors. Steve PS. As usual all of this is just MHO.