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Technology Stocks : COMS & the Ghost of USRX w/ other STUFF -- Ignore unavailable to you. Want to Upgrade?

To: Moonray who wrote (18799)	5/12/1999 4:37:00 PM
From: David E. Taylor	Read Replies (1) \| Respond to of 22053

Moonray - Thanks for the response. I must admit that IBM hadn't occurred to me, since I was only narrowly thinking of telecom/networking companies. OTOH, IBM seems to be moving away from the low margin "commodity" hardware products like PC boxes etc., so I can't see them being interested in the modem/NIC parts of 3-Com. I guess time will tell. In the meantime, I am again sitting on a substantial COMS position acquired over the last few weeks. The last two times I did this, I got killed in major COMS downdrafts, first in the Fall of 1997, then again this February. If this third time is lucky, I'll finally come out ahead! David T.