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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: Mehrdad Arya who wrote (39028)2/9/2000 10:10:00 AM
From: The Phoenix  Read Replies (3) of 45548
 
Not an intent to rub salt in any wounds but just to respond to the past discussion as to why COMS doesn't have a valuation anything like that gorilla Cisco..

Cisco as a whole is generating more than $400 million in cash each month, Mr. Carter said. It now has almost $15 billion in cash.....

"This is stunning -- far better than anyone was expecting," said Christopher Stix, an analyst for SG Cowen & Co. Mr. Stix said the $4.35 billion in
sales topped his estimate for Cisco's current quarter, ending in April.

"Flawless," echoed Michael Cristinziano of Gerard Klauer Mattison. Messrs. Cristinziano and Stix both described Cisco executives as "giddy" during
their conference call with analysts.

"It was phenomenal," said Chris Stix. "It doesn't get any better than this"....
interactive.wsj.com


I think it'll be a long long time before you hear comments like this about COMS. these statements come after years of beating expectations and continued accelerations of revenues - even at $16B+/year.

You have to admit - it is an amazing thing.

OG
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