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Technology Stocks : 3Com Corporation (COMS)
COMS 0.001300.0%Nov 7 11:47 AM EST

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To: Martin Milani who wrote (12129)12/11/1997 7:13:00 PM
From: Thomas Haegin  Read Replies (1) of 45548
 
Re: CSCO potential problems

Martin,

do you see a plausible bad case scenario for CSCO from a technological vantage point at this time? Will they really come under pressure from others, like COMS for example? Increased inventories out of line percentage-wise with increasing sales is a sign of potential problems I'd say.

What are your customers doing? Buying or planning to buy products from others than CSCO?

Just a brief comment would be great.

Thanks,
Thomas
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