3Com Corporation (COMS) Message Board

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Technology Stocks : 3Com Corporation (COMS)

COMS 0.00130

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Nov 7 11:47 AM EST

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To: Mang Cheng who wrote (31997)	6/23/1999 2:05:00 AM
From: bgg	Read Replies (1) of 45548

I don't agree that 3Com's modems and NICs are "long written off by everybody." This is still a huge business .. hell, it's even a great business, but not one that will sustain any sort of growth expected of a networker like COMS. It will take a lot of pain, organizational shifting, restructuring, etc., to get that Client Access business down to 25% of total business. In the meantime, COMS does have some good potential in select businesses, but those markets represent a very small portion of COMS' current revenues. Of course this will change, but this is a long haul, which more than likely will see more earnings disappointments along the way. I could be wrong, but this is my opinion on this company/stock.

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