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

To: Mang Cheng who wrote (27984)	2/10/1999 11:42:00 PM
From: Bill Coenen	Read Replies (4) \| Respond to of 45548

Mang, Craig, Joe, et al, The most logical investor in 3com at this point is..... ta ra ta ra, you guessed it, 3COM. A buy back by a cash solvent 3COM right now would accomplish a number of things and be a smart financial move to boot. I don't want to buy the Eric is a blithering idiot story so often repeated on this thread, particularly during the admitted all too many recent bad times. He knows that if you get the reputation of a streetwalker, it's tough to become a high priced call girl again, unless you can buy into some respectability. The purchase would also preclude COMS from working for a pimp not of its choosing. Please whisper in my ear I'm right, Eric; not "hey sailor, wanta dance?" - Bill

To: Mang Cheng who wrote (27984)	2/11/1999 1:11:00 AM
From: joe	Read Replies (1) \| Respond to of 45548

Mang, I'm not 100% sure I know what it all means, but here's some possible interpretations I come up with and maybe others can fill in. 1) Your article could be talking about buyout of COMS possibly (or leading up to it, as I think you have suggested?). 2) Your article could be talking about the joint venture being formed into a company, and if the data network sector starts accelerating, then COMS and SIEMENS will put more cash or necessary resources into expanding the joint venture. 3) At the time, and presently, nobody wants to hear about COMS buying anything or spending money on anything. So, I wonder if the article is a smoke screen. 4) Not sure what you mean by "sounded really stupid"? I think it may be confusing because of "Siemens making an equity investment in 3Com"? (anotherwords, 3Com would issue stock to Siemens for cash to finance the venture?) This would be an issue because shareholders are probably against 3Com spending any $$ after USRX merger. joe