3Com Corporation (COMS) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : 3Com Corporation (COMS)

COMS 0.00130

-18.8%

Nov 7 11:47 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Gary Korn who wrote (34395)	9/21/1999 11:05:00 PM
From: The Phoenix	Read Replies (2) of 45548

Gary!!! Yes, other threaders here seem to support your view...and from what I see in aftermarket so far investors seem to like the new as well. For me, I remain unconvinced since losing market share in low margin businesses faster than high margin businesses in not what I consider a good thing. Earnings are good due to cost cutting and low component prices (but of course DRAM prices are up now and Taiwan is going to hurt as well). The days of cost cutting to get earnings up will end quickly. COMS will need to significantly increase revenues (dramatically if one considers COMS without PALM) in order to appease investors going forward. We shall see what happens... as we all know anything can happen these days. OG PS>. Mehrdad??? Who's that?

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next