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

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To: Glenn D. Rudolph who wrote (14668)3/23/1998 7:38:00 PM
From: Mike Denman  Read Replies (1) of 45548
 
You can go to you local CompUSA or whatever and see how the inventory problem is working out. Two weeks ago I went and there were 3 56K X2 modems on the shelf. Yesterday I went and there is a new shipment of 3COM modems packaged as V.90 and X2 compatible.

From what I have seen there are still a lot of unsold 33.6 modems out there and that is what COMS will have to write off, unless they already have. Anyway the number of COMS modems (33.6 & 56K) on the shelf today is less than half of what there was 2 months ago. It appears to me that there has been a drastic reduction of inventory in the retail stores.
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