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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: gfr fan who wrote (11458)12/3/1997 7:39:00 PM
From: StockMan  Read Replies (1) of 45548
 
gfr fan,
RE -- You don't think CSCO faces competitive pressures - all networkers do.

Yes in addition COMS faces the regular competitive pressures AND the pressure from Intel on its NIC and Modem business.

Re -- but I don't think CSCO is immune to what COMS is going through.

CSCO's problems will manifest itself in a different way. But given what is known today. CSCO is a better investment than COMS on a P/E valuation basis.

Stockman
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