3Com Corporation (COMS) Message Board

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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: Dwight E. Karlsen who wrote (11990)	12/9/1997 5:50:00 PM
From: Randy Ellingson	Read Replies (1) of 45548

I would be interested in knowing what sales/earnings would have been had the channel inventory not been altered, but allowed to remain at x weeks per product line. My guess is that they would have missed earnings (sluggish modem sales, Asian sales flat), and the stock would have been treated to a similar sell-off as Oracle saw. By actively reducing sales/inventory levels, actual quarterly performance comparison w/prior quarters is impossible. These guys are masters at sleight of hand. One post here on SI (the day of or after the inventory-reduction press release) said earnings would have been 0.45 without the inventory reduction, but the statement did not cite a source (conference call perhaps?) so take that FWIW (not much). I guess we'll know much more when they actually report. Randy

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