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

To: Mang Cheng who wrote (28962)	3/13/1999 12:36:00 AM
From: ed	Respond to of 45548

People seemed to not understand how significant the announcement about MSFT and COMS marrige means. Back in the late 80s, Intel developed the CPU and Microsoft the OS which control the PCs, and that made the Intel of today. We all know that the hand held device will be the major pocket device for everyone in the years to come, and home intranet will be in every family, so again this marrige between Microsoft and 3 COMS will generate the next INTEL in the comming arena of hand held devices, and home intranet, that means Microsoft develops the softwares (OS) which controls the hardwares developed by COMS. The venture between COMS and Siemens will put coms as a take over target in the months to come.To be meraged, the two companies had to (try) to work together. Coms is now a bottom fish.

To: Mang Cheng who wrote (28962)	3/13/1999 3:51:00 AM
From: ed	Read Replies (1) \| Respond to of 45548

Another thing people did not understand is in three months , the stock price of COMS was cut into half from its previous high of $51 1/8 comparing to today's close of $25 5/8, while the earning short is only 30% ( the real earning reported on 3/24 maybe even better than expected). So , the PE is better at today's close price of $25 5/8 than the price of three months ago , which was $51 1/8 without a short fall in earning. So, at this price , COMS is a super strong buy , and a GOD given opportunity. For those who bought at $51 1/8, I am sorry for them , and it may take three to four months to back to the level of three months ago; however, those who bought in the past one week , in the $20s, pls accept my congratulation. COMS will be back to its price level of three months ago very fast, just look at the past history. Asia is back, so COMS market is back, and things can only be better, instead of worse !!!!!!!!!!! COMS was not a good buy at $51 1/8, but it is a golden egg at $25 5/8 !!!!!!!!!! COMS 's Palm Hand held device had 60% of the market , so you know what Microsoft is up to by getting marriage with COMS !!!! The PCs will work as a server, the Hand held PDA will work as a portable computer ( pocket computer) for everyone in the future, just like watch / cell phone.

To: Mang Cheng who wrote (28962)	3/13/1999 4:18:00 AM
From: ed	Respond to of 45548

The third thing people did not understand is : We all know that DELL prospered by selling computers and other PC related hardwares, while in the future, the major trend is every one has one hand held device, which can do simple word processing, programming, and communication(video phone, data transfer...etc), and store data. All PDA will be nectworked through Wireless network, which means every one will be connected ( total connected) . You want data, well, you can extracted from your remote PCs, you want to have video conference with your friend in other continent, just turn on you PDA. You want go to the internet ? , just turn on your PDA...etc. So, in the future all PDA will be connected, all PCs will be connected, All PDA and PCs will be connected. PC will stay in a fixed location, while the PDA will stay in your pocket , and go anywhere with you. the good time of old DELL is over, and a new DELL is under making, which is COMS, i.e COMS = new DELL. Microsoft knew it, and Simens saw it. Your down side risk at this price level is $22 to $24, while your up side potential is $50 to $80, and the price will move fast !!!!!!!!!!!!What is better is the market CAP is only 9 Billion $, and still a long way to go , i.e going up, split after split ....etc.