COMS & the Ghost of USRX w/ other STUFF Message Board

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Technology Stocks : COMS & the Ghost of USRX w/ other STUFF

COMS 0.00130

-18.8%

Nov 7 11:47 AM EST

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To: Dee Jay who wrote (9082)	11/12/1997 4:21:00 PM
From: Scrapps	Read Replies (2) of 22053

Dee Jay the analyst said...... Kelly also reignited concern about 3Com's exposure to Southeast Asia, disclosing in a research note that as much as a third of the 15% of total revenues the company gets from the area "could be in jeopardy." As I read it, 5% of COMS total revenues could be at risk because of problems in Asia. It could turn into less. As you say... "right now everyone is simply guessing." This statement by the 3Com CEO I don't really know if I understand it. "3Com will have an accurate measurement of U.S. Robotics inventory levels in January of 1998." Is he referring to the all, including the two months of USR inventory stats from before the merger, or is he saying only the inventory since the merger? OR is he just not saying?

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