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To: Eric who wrote (24820)	5/2/1999 8:42:00 PM
From: Freeflight	Read Replies (1) \| Respond to of 77400

4/19/99 SoundView reiterates strong buy, continues to gain share in the large enterprise market 4/14/99 Lehman reiterates strong buy, makes 2B strategic acquisition 4/6/99 First Boston reiterates strong buy, push to add voice to data switching platforms is bearing fruit, this could sustain a 25%-30% growth rate, target $120-$130 3/30/99 Prudential reiterates strong buy, target $137 3/26/99 CIBC/Oppenheimer reiterates buy, good conversation with CFO 3/23/99 Everen Securities reiterates 1-1 rating, short term target $121, long term $142, 1999 EPS $1.47, 2000 EPS $1.80 2/25/99 Prudential reiterates strong buy, target $137, on select list 2/3/99 BT/Alex. Brown reiterates strong buy 2/3/99 CIBC/Oppenheimer reiterates buy 2/3/99 DLJ reiterates top pick,raised 1999 estimates, raised target to $145 2/3/99 Everen Securities reiterates 1-1 rating, target $121-$142, company launched 13 new products, would use pullback to buy 2/3/99 Gruntal & Co. reiterates hold 2/3/99 Hambrecht & Quist reiterates buy, #s in line 2/3/99 Josepthal & Co. reiterates buy, 2Q revenues +40%, gaining market share 2/3/99 Lehman reiterates strong buy, excellent revenue growth, target $125 1/14/99 Morgan Stanley Dean Witter reiterates strong buy, raising target to $120 1/13/99 Gruntal & Co. downgraded from buy to hold 1/7/99 DLJ reiterates top pick, target $120 1/6/99 Morgan Stanley Dean Witter reiterates strong buy, had upbeat mgmt presentation 1/6/99 Prudential reiterates strong buy, on select list 12/21/98 Everen Securities reiterates 1-1 rating, short term target $102, long term $109 12/16/98 BT/Alex. Brown reiterates strong buy, strategic deal with WCOM 12/10/98 Morgan Stanley Dean Witter reiterates strong buy, target raised to $100 12/10/98 Prudential reiterates strong buy, raised target from $82 to $95, on select list 11/24/98 Gruntal & Co. reiterates buy, target $85 11/18/98 Salomon Smith Barney initiate coverage with a buy-medium risk, target $85 11/17/98 Merrill Lynch reiterates 2-1 rating, gaining marketshare 11/9/98 CIBC/Oppenheimer reiterates buy, positive comments 11/5/98 AG Edwards downgraded from buy to accumulate on valuation, good qtr, raised target from $60 to $75 11/5/98 BT/Alex. Brown reiterates strong buy, outstanding 1Q, raised estimates 11/5/98 CIBC/Oppenheimer reiterates buy, solid qtr 11/5/98 Everen Securities reiterates 1-1 rating, short term target $62, long term $66 11/5/98 Gruntal & Co. reiterates buy, ahead of analyst meeting 11/5/98 Hambrecht & Quist reiterates buy, #s in line 11/5/98 Lehman reiterates strong buy, target $80, another excellent qtr 11/5/98 Merrill Lynch reiterates 2-1 rating, strong qtr 11/5/98 Morgan Stanley Dean Witter reiterates strong buy, raised estimates 11/5/98 Prudential reiterates strong buy, target raised from $62 to $82, on select list, raised 1999 from $1.44 to $1.45, 2000 lowered from $1.77 to $1.75 11/4/98 Everen Securities reiterates 1-1 rating, short term target raised from $68 to $74, long term from $78 to $84

To: Eric who wrote (24820)	5/2/1999 9:16:00 PM
From: jach	Read Replies (1) \| Respond to of 77400

3COM and WLANs - Investment Ideas By The-Adviser.com - released on 4/26/99. New York - 3COM is a leading supplier of local area networks (LANs) and wide area networks (WANs) systems. It recently reorganized internal business units to target small and midsize businesses and individual consumers. 3COM took on the business reorganization because it found itself unable to compete with firms such as CISCO and LUCENT who are increasingly focusing on large businesses. With revenue soft and business difficulties surrounding the company, holders of 3COM stock have watched their value plunge from a 52 week high of $51 to a low of $20. The Company believes that its focus on home and small business networking products, particularly wireless area networks, will position the company to the forefront of a new computing era. This era will consists of hand held Internet enabled computer appliances that connect to the Internet via a wireless network. As 3COM attempts to reposition itself - it finds itself involved in takeover speculation. SIEMENS and ERICSSON have apparently expressed interest. These rumors have sent the stock up from $20 to a current value of about $25 (on the date of this report 4/18/99). Despite this increase, our analysts believe that 3COM (COMS) is currently undervalued. The underlying business, despite softness, appears to be healthy. The markets for wireless-networks, home appliances and hand-held mobile computing products such as the Palm Pilot will grow significantly. It is not a matter of if but a matter of when. We believe the current price decline provides an ideal opportunity for an investor looking to increase or initiate a position in this fast growing arena. As far as takeover talks, we believe that 3COM is susceptible to being acquired. This industry will certainly be consolidated. In addition to 3COM, we believe small but established firms such as Proxim (PROX) and Telxon (TLXN) are susceptible to being acquired. We expect 3COM to trade between $25 and $35 until business performance improves. Should acquisition talks continue, 3COM may trade higher. Our three year target stock price for 3COM is $80. An acquisition at anytime would provide additional returns.