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


To: John Koligman who wrote (27527)2/3/1999 9:58:00 PM
From: Al Cano  Read Replies (3) | Respond to of 45548
 
I'm afraid that COMS might self destruct tomorrow with any negative comments. Since I am a faithful share holder, I sincerely hope they don't put their foot in their mouth.

If they do say positive things, the stock should be trading about 40 to 42. Well, I hope so.

The defense or arguement for the company tomorrow should be:
** addressing -
Future company's growth with major players and additional partners etc....etc........
Merge w/Robotics synergies finally working.
New R & D........ New developments etc... .
Niche markets.
Increased sales ..... (Name specific products).
Mention - *New & excellent product lines on the market today and
address the potential growth in sales.
Expanded sales force.
Excellent employees and outstanding engineers.....
And, appreciate it's faithful share holders. etc.....
Finally, say that COMS is a great company with a future in the computer, communications, and networking industry..... etc.... etc.... AND growing..... End of New conference with CNBC.....

Al



To: John Koligman who wrote (27527)2/4/1999 7:51:00 AM
From: Neil H  Respond to of 45548
 
John

Compaq went from 37 to 23 in 13 days of trading in February of 1998

I am glad it did. These drops are what provide mid/longer term investors great buying opportunities. CPQ at 24 was a nice pickup. Coms in mid 20's was also a nice price. I will be buying more when this settles down. But you are right, sometimes drops happen and it is many days before the general investor finds out. I was watching WIND very carefully, but haven't jumped in because got some bad vibes about the way the stock is playing after the drop.

Coms will do fine over time. Hope it comes back big today for the short term investors (and me).

Neil