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Technology Stocks : 3Com Corporation (COMS)
COMS 0.001600.0%Nov 26 9:30 AM EST

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To: JPM who wrote (10169)11/13/1997 11:18:00 AM
From: Ying Luo  Read Replies (4) of 45548
 
JP: I passed by Milpitas many times a month. COMS building looks
pretty good from highway 237. PE means nothing when a company
told analysts scretely some bad things coming. I remeber BAY's PE
was very low when it dropped to below 20. The reason is COMS may
come out at any time with something like one-time charge, R&D write
off etc. That can drag their earning into negative range easily.

Bay only rebounded after new CEO came in. That is what COMS
shareholders need now. Also, I hope we all know why CISCO is
much much more expensive than COMS now. CISCO deserves
that because John Chamber never makes mistake. COMS deserves
this valuation because Eric knows nothing but his own ego.
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