3Com Corporation (COMS) Message Board

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Technology Stocks : 3Com Corporation (COMS)

COMS 0.00160

0.0%

Nov 26 9:30 AM EST

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To: Pancho Villa who wrote (9649)	11/5/1997 9:09:00 PM
From: gfr fan	Read Replies (3) of 45548

<<Pancho PS: so any other views in Cisco from an COMS perspecteve? This is probably my weakest point in investing. I can tell a good company but I can not assess its competition without studing mayor competitors. Must admit have not put any time into researching Cisco.>> Pancho, I think CSCO and COMS are the class of the networking industry and you probably would want to own both. CSCO has had a better year stock wise, so it is probably more fairly valued. COMS represents a potentially greater reward, albeit with higher risk. This is because Wall Street has beaten down the price of COMS over concerns with the USR merger. Not to be unexpected with an acquisition of this size. However, if COMS executes and accelerates growth and earnings over the next 2-3 quarters, you'll probably have a return that is the highest in the networking sector based upon current prices. Bruce

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