SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : 3Com Corporation (COMS)
COMS 0.001300.0%Nov 7 11:47 AM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: lin huan chen who wrote (14353)3/8/1998 1:28:00 PM
From: Mang Cheng  Read Replies (3) of 45548
 
Lin Huan, it indeed looks like BAY is having some product transition problems right now. It's trying to backload March in order to meet the estimate as reported by thestreet.com (please see BAY thread).

BAY at $33, with p/e of 30 is too rich. It can easily drops back to the early $20s to make up a p/e of 20 something if the slightest sign of slow-down is apparent.

Mang
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext