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: Bruce L who wrote (34387)	9/21/1999 10:54:00 PM
From: The Phoenix	Read Replies (1) of 45548

Bruce, In all due respect you may read flat revenues as GOOD news. COMS has done an excellent job at controlling costs and this is nearly wholly responsible for the surprise in earnings. COMS still needs to show market share growth and that is and has been my position. That clearly doesn't mean that buyers won't come in, but I think that demonstrating good earnings without revenue growth in the communications market should not be considered a good report. Good earnings - maybe... a good quarter - I think not. As for sour grapes - I have none whatsoever. I picked up only a touch of CS. Loaded up on ACVC actually - so I'm quite happy both have done very well for me. Coupled with my recent gains in LATD and I dare say I'm quite happy. I believe all my posts have been replies to folks that have either mis-stated what I have said in the past or spending time looking at other spins on the recent earnings report. Isn't that part of investing.. looking at all opinions. As for COMS under 25. Indeed I may be wrong yet it continues to be my opinion - I believe I'm entitled to that - No? Stock valuations are built on a the free market system and I certainly seem to have an unfavorable opinion on the thread...this perhaps bodes well for the stock. Futhermore I believe that the facts I have posted in the past are worthwhile and valuable and remain uncontested. We appear to be in this "glass is half full" "glass is half empty" discussion.... seems a bit futile right now but to be honest becoming a bit childish for some (present company excluded) I can tell you that the thread is not as negative on COMS as it was a few months back - so who know's maybe ya'll will see $40 in the next few months but I would not be the first to be surprised. As I said before I need to see more before I get back in... is that a sin? I see other opportunities where I believe I'll get as good or better returns. Remember - for every buyer there is a seller ;) OG

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