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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: joe who wrote (17249)6/11/1998 12:19:00 PM
From: hitesh puri  Read Replies (3) of 45548
 
Unfortunately this report comes at a bad time. Just yesterday In-Stat reported after their intense "research" that LAN growth has stalled and players in the WAN area are the only ones going to profit going forward. Right after that we get this report that our Dog is King of the hill in LAN segment sales. But now that hill is looking more like a pile of garbage strewn with low margin, commoditized products who only look at declining prices which will not be offset by elasticity of demand.

-hitesh
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