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: Glenn D. Rudolph who wrote (18446)	6/27/1998 5:53:00 PM
From: jach	Read Replies (2) of 45548

COMS opportunity - csco with almost 9 times mkt valuation but about the same revenue as coms (much less profit) - simple logic is that the chance of coms improvement rate probability is much better than csco because it's typically easier to improve if starting from the bottom as opposed to already at the top. Will be quite difficult for an almost 30% net margin one to improve beyond that - Bay, COMS and many many GB startups are already agressively pursuing the important quite profitable segment (with the largest gain last 2 qtrs) which will be hard to gain more share and profit.

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