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

To: Harold S. Kirby who wrote (30785)	5/11/1999 1:23:00 PM
From: cgraham	Read Replies (1) \| Respond to of 45548

Strong Buy 9 Moderate Buy 7 Hold 16 Moderate Sell 0 Strong Sell 0 Holding, still holding.

To: Harold S. Kirby who wrote (30785)	5/11/1999 1:25:00 PM
From: Doughboy	Read Replies (1) \| Respond to of 45548

We would have made a lot more money shorting 3Com over the last few years. :o) Your logic is okay as far as it goes (ie that valuations must come down at some point), but Buffetology would never go so far as to recommend shorting a stock--especially one such as Cisco which executes so well. IMO, Cisco is undergoing a "soft landing" on its valuations. It'll tread water here for a while (even after earnings), but the probability of a sharp correction is balanced by an equally strong probability that Cisco will rocket off to 140 (esp. with Chambers holding the Ace in the Hole--a split). Long COMS and Long CSCO is the way to go. Doughboy.