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

To: hitesh puri who wrote (29227)	3/24/1999 9:40:00 PM
From: Andre Williamson	Read Replies (1) \| Respond to of 45548

Thread - Listen to yourselves! Whine, whine, whine! I'll agree, 3Com doesn't do a good job of guiding the analysts, although the demand for its products isn't as stable as for poster boy CSCO. Did anyone ever say that surviving as a networker would be easy? Sure, it's had difficulties, but 3Com is not exactly falling apart - they have a terrific balance sheet, plus they still make quite a lot of money. And they're well positioned for the future. There are 3 million Palms out there, and a sizeable share of rival products go unused. Palm VII should help 3Com make a killing. With growth potential factored in, and compared to valuations of some of the big caps, 3Com seems to me to be quite a good buy at these prices. BTW, what does "75% discount to Cisco" mean? Are you comparing stock prices? That's utterly absurd. Look instead at price to sales and price to earnings. Cisco's more than fully valued, and 3Com is quite undervalued at this point. Andre (long COMS Q: How does one post a message to the thread, instead of simply a response?

To: hitesh puri who wrote (29227)	3/24/1999 10:00:00 PM
From: Gary Korn	Read Replies (2) \| Respond to of 45548

Hi Hitesh, Bought some COMS today at 21 3/4. Well, actually, I sold April 22 1/2 puts and took in 3/4 point. Only if it gets assigned in 3 weeks did I pay that amount. I acted because this stock seems very fairly priced at 24ish. It also was nice to see that BUY reiteration by Paul Johnson at Banc of Boston. He can be sharp. Best, Gary Korn

To: hitesh puri who wrote (29227)	3/24/1999 10:57:00 PM
From: richard w allgaier	Respond to of 45548

I agree wholeheartedly with your sentiments on this stock. I too was in ASND but fortunate to get it when it was at its bottom and everyone was dumping it like crazy.