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

To: J. Plesha who wrote (27737)	2/6/1999 2:12:00 PM
From: vinod Khurana	Read Replies (1) \| Respond to of 45548

Latest issue of Computer Retail Week (Feb 1/99) summerizes sales of 3COM palmtop as follows (page 3): 1. According to PC data, Reston, VA - Palm III outsold all Windows CE devices by a ratio of 5-1 and 3-1 in revenues. Casio and Everex which started shipping their CE based devices in June/98 are losing out to 3COM. 2. Growth exists in CE devices but consumer still prefers palm pilot. 3. Windows CE based devices are perceived more complex than Palm OS and hence lag in sales and market share. Also page 2A talks about networking at home and Forrester estimates sales to hit $1 billion this year with the majority to be spent on hubs and network interface cards. 3COM is mentioned as one that would easily capture over 60% of the market share given that its products are the lowest price in comparison to other manufacturers i.e Cisco, Bay and Assend. 1999 and 2000 will be banner years for 3COM and expect its stock price to exceed $100 according to the article.

To: J. Plesha who wrote (27737)	2/6/1999 7:03:00 PM
From: Harold S. Kirby	Respond to of 45548

Joe: Yes...I agree...psychology does play an important part in the market but, in and by itself, does not drive the market. I classify it as "Mkt Sentiment" and yes...it is one of the most difficult handles to grasp upon, especially when one is modeling. I own a lot of AMD, and I base my analysis upon its market share within its sector and do not compare the "psychology" between it and 3com. I do the same, when I try to determine which network is losing mkt share within their sector and "try" to determine who is "eating their lunch"! Given such, I "model a 'what if' analysis" of the whole sector. I do not consider the relationship of AMD with 3com . It is a Micro vs Marco viewpoint. Sorry if I have offended you in anyway...please don't take it personal. Regards, HK