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Technology Stocks : 3Com Corporation (COMS)
COMS 0.00130-23.5%Nov 7 11:47 AM EST

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To: David Lawrence who wrote (6370)7/30/1997 10:25:00 AM
From: Immi   of 45548
 
All, Please read:

Why the sudden panic on COMS?. Did'nt Eric say at the earnings
conference that profit margins will decrease for USRX (from 85%)?.
Did'nt he make a point that summer is going to be bleak because
Europe sales is "seasonally" weak in summer { and is the worst month }. So, they are just rehashing all what was said at the earnings
conference. COMS management is conservative. That is good. Now, look
forward to meeting earnings or beating earnings in summer, and a
blowout by yearend... Pity, the guys who bailed out. Always, hear the
conference earnings it is free.... Regards immi
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