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

To: Steve Porter who wrote (23679)	10/31/1998 8:54:00 PM
From: joe	Read Replies (2) \| Respond to of 45548

Steve, >> Joe I don't know how many people would interpret that as a pre-announcement if they didn't follow COMS. For example there was a lot of wording in there like "starting to see an improvment..."... If you didn't follow COMS it would sound like the company was trying not to post a loss for the quarter rather than a huge profit.<< Well, OK, let's say that most people wouldn't understand the article. First, it only take a few institutions to crank out the fire power we saw yesterday. But, MAINLY, the institutions got their "preannouncement news" straight from COMS officials at the BLOOMBERG Analyst meeting. That's the way I interpret it. What we read was just a sloppy report of that meeting, meant to appease the public. The first ones to get the "big" news, where the analysts, the next ones were the BLOOMBERG special clients, then dogs like us are thrown some scraps. All those big blocks sells, IMO, were institutions that directly heard and questioned COMS officials. >>T wants to figure out how to offer phone service over cable lines and have said so. If they are going to use COMS as the TCI head-end stuff, they will need to use COMS for the rest of it (that's just the way that T works). Should be interesting if nothing else.<< Well, when I say "the TCI deal", I include that to mean that COMS is providing end-to-end CABLE MODEM solution, which would include the total-control hardware. I figured, that was it. What else do you think COMS could contribute to the AT&T's needs? What other type of equipment does AT&T need? Core network equipment won't be supplied by COMS, I don't think. joe