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

To: hitesh puri who wrote (27605)	2/4/1999 12:31:00 PM
From: Bruce L	Read Replies (1) \| Respond to of 45548

Hitesh: I don't always agree with you - and I don't with respect to your opinion comparing COMS with AMD - but I do always enjoy your posts. Bruce

To: hitesh puri who wrote (27605)	2/4/1999 12:46:00 PM
From: joe	Read Replies (1) \| Respond to of 45548

>>Be real Joe, you think 3Com is a core holding ?<< No, I don't think it necessarily should be a core holding, and besides that's a personal opinion of the investor. But, that's not what we were talking about. >>besides folks on this thread know its a trading stock and its gets fed at feeding time and then kicked around for a while.<< True, it can be a trading stock. But, otoh, every single tech stock has lots of risk built in. Some more than others. Technology can make companies obsolete very quickly, even the best ones. >>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.<< Valuation is a good point. Maybe, maybe not COMS was overvalued. But, that has never been your point. It's always COMS is more or less a dog. AND more importantly, you were implying that the company numbers will not be met for the quarter (yet of course now, your forecast is not so gloomy at this price). The truth is, you don't know about the company numbers for the quarter, and a panic reaction has been created. BUT, you don't point this out.