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

To: Shroder Wertheim (Hijacked) who wrote (23593)	10/30/1998 12:04:00 PM
From: joe	Read Replies (1) \| Respond to of 45548

Thanks Shoder. I was going to hold my CSCO until the earnings come out. Good quarter is a definite, IMO. After that I'll see. I don't have a huge position in CSCO as I do in COMS. >>The biggest negative of Cisco is its LAN Enterprise/ISP products are so weak. << Yeah, but, their biggest plus will be getting those huge telecom orders in S.America, etc. Trouble is, it might not happen right away, and if CSCO growth pauses even for one quarter, then the price might go bezerk. Long term CSCO, I think is OK, but not in the network sectors that COMS is in. CSCO and COMS don't overlap that much contrary to popular belief. joe