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


To: joe who wrote (27597)2/4/1999 11:58:00 AM
From: hitesh puri  Read Replies (2) | Respond to of 45548
 
Be real Joe, you think 3Com is a core holding ? Give me break. Looks like everyone on WS besides folks on this thread know its a trading stock and its gets fed at feeding time and then kicked around for a while. Look at AMD, one can argue they have great products and their processor is faster than Intel's and they are King in the low end PCs blah blah blah. But if you owned AMD for the past 5 years and did not trade out of it when their cheerleaders went RAH RAH RAH then you would be break even today. Intel in the same time frame is up 600%.
Difference is dominance, credibility and management vision.
I never have said that 3Com is a long term core holding only have said at times that its undervalued but when its fully valued as per my time frame and their business cycle I take profits.

Facts are relative and they need to be available at the right time.

-hitesh