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

To: joe who wrote (25381)	12/1/1998 1:44:00 PM
From: Mang Cheng	Read Replies (2) \| Respond to of 45548

wow ! good move. up 3 now on 5.6 million shares ! The BC Tel news is also very significant. It's the first major ADSL deal I have seen for coms/nn. Also BC Tel is merging with Alberta phone company Telus. Telus is using Netspeed's (now cisco) ADSL stuffs right now. Think about it, Telus could switch to Coms adsl equimpements too in the future. Mang

To: joe who wrote (25381)	12/1/1998 1:47:00 PM
From: Joe S Pack	Read Replies (2) \| Respond to of 45548

Here is my take on marriage: T will buy with LU taking the highend data stuffs so that T will keep all edge products and build services based on this. This is similar to AOL-NSCP-SUNW marriage. Pice target $70. LU will pay as much $40 to T. 2nd option is HP buying COMS to keep move ahead of "printers only" image. Price target $65, why? their west coast culture can continue without too much rumbling from employees. All the best. -Nat

To: joe who wrote (25381)	12/1/1998 1:49:00 PM
From: mp	Read Replies (1) \| Respond to of 45548

I am breathing a huge sigh of relief this morning when market seemed to stabilize and the $38 support for COMS held. It was such a big resistance for so long, COMS had a tough time penetrating it, but now it is acting as a support. I think we will not see $38 again until the splits (unless the market crashes a 1000 points of course). A steady stream of great news is coming out (or being planned as timed-release by 3COM?) and earnings hopefully will comfortably beat the whisper number of 32c. My guess is 36c, or maybe 38c if we are lucky. I still feel stock will be at $49+ by Dec 31, 1998!!!