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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?


To: David Rubin who wrote (19296)11/28/1998 5:34:00 PM
From: JustInTime  Read Replies (1) | Respond to of 120523
 
>>3COM is in an excellent position to become a leader in DSL

Does 3COM already own DSL technology? I have not heard that they do, but they may be on the lookout for buying some of it...I am hoping anyway that they (and others) will be shopping for this technology soon. PAIR is one of the leading ADSL vendors, I am holding 3000 shares and feel they may be bought out by someone like 3COM in the next 6 months or so (hoping I said, but it seems to make sense if they do not already have the technology). I was a COMS holder from 37 to 59 and back down to 24 where I sold out (I did OK though, I bought MSFT and CSCO with the money)



To: David Rubin who wrote (19296)11/28/1998 5:39:00 PM
From: FoxGlove  Read Replies (1) | Respond to of 120523
 
My US Robotics (ta-da) 56K modem is soooo slooooooow.

I want speed and I WANT it NOW!!!! I don't care how the DSL I get it.

David, do you have any data on how many major cities have DSL and ISPs that support it?

I believe that the ramp up to DSL could happen quite explosively. If it is available to say 25% of the US right now, all it needs is a buzz. Right now I'm trying to get DSL and the only thing stopping me is the phone company. They take about 2 weeks to test the line for compatibility. I should find out how they check it and see if its really that difficult or if they (as a monopoly) are just taking their time.

In my area, (Portland, Oregon) there were about 300 on the waiting list when I applied.

As for COMS, I'm still smarting from my last loss when the stock tanked, so I'm pretty cautious about buying more. Regards ...



To: David Rubin who wrote (19296)12/1/1998 4:25:00 PM
From: rod runyan  Respond to of 120523
 
< 3COM is in an excellent position to become a leader in DSL>. Nice call David. COMS up 4 3/16 today on 13.4MM shares.
thanks, rod