3Com Corporation (COMS) Message Board

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Technology Stocks : 3Com Corporation (COMS)

COMS 0.00130

-18.8%

Nov 7 11:47 AM EST

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To: Captain Jack who wrote (34227)	9/17/1999 1:38:00 PM
From: LouisG	Read Replies (1) of 45548

C.Jack. - high tech investing is often a "gamble". COMS mgmt knows it has to regain credibility on Wall St.-spin is a sign of concession. Price is at bottom - fair value now is $28 (consensus growth rate of 24% x est. EPS 1.18 5/00). No warnings issued. I agree with MGinPotomac's letter 100%. But looking forward, I choose today to HOLD because I believe 3coms goals of e-business sales of 80%, LAN telephony opportunities, and the push to be strategic supplier into the carrier community for intelligence-edge products will pan out.The computer world went from (1) mainframes - IBM was king, then to (2) client/server - Sun, etc & IBM hurt. The backbones are now finishing construction, and the future may be this "edge". Finally, EB said there will be announcements regarding voice over IP deployments with large carriers ($$).

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