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

To: Pat Hughes who wrote (26008)	12/9/1998 6:01:00 PM
From: Michael Ohlendorf	Respond to of 45548

To me the whole action looks a lot like ASND 2 qtrs ago. It might stall here a little but with positive earnings it will move into the 50s again, no doubt about that. Look like where ASND is today and who would have thought this half a year ago ? And they will meet or beat when I understood the flood of press releases correctly Eric sent us lately. Also it looks like Internet use is becoming more and more a natural thing to do for everybody not just the computer geeks. And more importantly is gets into the schools with a more and more rapid pace. That means it will be a common place for future generations. More and more network equipment is needed to help the Internet grow and make it faster and faster. So just relax, lean back and watch the rocket take off slowly as COMS turnaround story unfolds from this quarters earnings release onwards.

To: Pat Hughes who wrote (26008)	12/9/1998 6:48:00 PM
From: Moonray	Respond to of 45548

Tech duo's game plan: PalmPilot for kids USA Today - Dec. 9, 1998. PALO ALTO, Calif. - Donna Dubinsky and Jeff Hawkins aren't exactly household names. But the technology they're working on might have the same level of impact on kids as the invention of the Nintendo Game Boy. Scary, huh? Officially, Dubinsky and Hawkins say their project is still secret. But it's a decent guess that they're working on a version of the hand-held PalmPilot computer for children or families. Their new company, recently named Handspring, has whipped up excitement among Silicon Valley investors. usatoday.com o~~~ O

To: Pat Hughes who wrote (26008)	12/9/1998 7:01:00 PM
From: Tim McGee	Read Replies (2) \| Respond to of 45548

ASND and COM$ action Maybe i'm a conspiracy theorist or something but the timing of recent events in ASND and COM$ are peculiar. ASND goes up 6 or so the other day breaking out of the mid 50s and soon after 3COM further cements its relationship with Siemans. I just have to think there was some discussion between COM$ and LU about potential of merger and COM$ has come away not only with recent confidence that it can go it alone but a competitive attitude towards LU. The Siemans deal should certainly quash the rumors for now. Knowledge of this has made it clear that the next best acquisition bet for LU is to go with ASND and hence the rally in that stock. So all the merger betting money is now off the table for 3COM and moving onto ASND. This is good news because it shows COM$ now has the confidence to move forward on its own. I have been sceptical about company comments about this topic until now. This new confidence is based on the fact that most areas of the company are starting to show tremendous promise just a year after every area of the company was 'hurtin' for certain'. The quarter just ended and this quarter to date performance must have been very good to allow this level of confidence. RE stockholder suits. Everyone in this thread would have gladly sold thier COM$ holding for $75 when we were in the 20s and low 30s for so long - me included. But we are all now convinced that the momemtum is with us. Its going to be a good ride. Tim