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

To: Harold S. Kirby who wrote (30739)	5/9/1999 7:59:00 PM
From: JDGarza	Read Replies (1) \| Respond to of 45548

Hey HK, haven't seen your postings in while. As you know I'm long with coms at average price of 23.25 with 5 points of entry. However, I'm not sure your strategy with csco will work near term. It seems to me that the low side of csco is around 95,(but I don't think it will come close)imho. Csco is at 108 today and appears to have good support there. Moreover, if the market does ralley's in general next week, csco will participate. So I wish you well and I hope I'm wrong. Getting back to coms... coms is set up to make a run to the 30's in next two weeks. If it does, it will knock out 45 in short order....

To: Harold S. Kirby who wrote (30739)	5/9/1999 8:36:00 PM
From: Sawtooth	Read Replies (2) \| Respond to of 45548

OT <<Am getting clobbered with Iridium but am considering increasing my exposure...Motorola will have to protect their interest and will most likely increase their financing.>> Harold; doesn't it seem likely that Mot is going to want a significant equity participation increase for themselves via a restructuring to be willing to provide that funding? Just curious. ...Tim

To: Harold S. Kirby who wrote (30739)	5/9/1999 11:20:00 PM
From: Al Cano	Read Replies (3) \| Respond to of 45548

Harold:Slightly different viewpoint however along the same line. I believe, LU could use the COM technology to change it mission for the future. (((As you know, there is Paradigm shift from phone equipment systems to cable/wireless equipment systems. And, LU need to do something fast or die))). Yes, then, LU could partnerhips with AT&T to lock out the European market. (the good old USA team effort). As you know, there is a rumor concerning Erisson and 3COM. In any event, Ericsson warn of a lower 1999 net even without costs of restructuring. And, Ericsson is blaming the internet acquisition spree.(source IDB). This leads me to believe that Ericsson could not be a true buyer with their current financial problems. I am wondering what is the restructuring cost going to be. ???? Harold, read my article in Yahoo fin. to Grozer:Good concept/cataylst strategy... Did you see the article in IBD concerning 3COM "3COM plans to unveil its Air Connect Wireless LAN product line in the 3qtr????? Great article.. Later.... Al.... "The Brave New Telecom World". 3COM is the sleeping Giant.