Harold: 3COM's stock price should perform like ORCL next week. I agree with your eps estimate. $0.05 over expectations is a good number. As you know, historically, this quarter is usally a very good quarter and last quarter is usally the worst. The sales of modemns, cards, routers etc,,,,, .& low inventories are very good this quarter however the backlog in Palm devices could hurt next quarter a little.(at this time, Palm devices are only a small %number in the big picture).... . In short, I don't foresee any surprises. At this time, there are some pressures with all the lawsuits, but I don't believe any major events til the end of the year.
WDC & Compac negative reports today could reverse the market today also w/Greenspan speaking. I am buying more shares after Greenspan's report today. In any event, are you ready for the ride up next week? ...... al. |
