3Com Corporation (COMS) Message Board

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Technology Stocks : 3Com Corporation (COMS)

COMS 0.00160

0.0%

Jan 16 9:30 AM EST

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To: blankmind who wrote (18580)	7/2/1998 10:39:00 AM
From: joe	Read Replies (2) of 45548

>>but since coms sells their modems at a premium,...<< This is what is worrisome. Read the article from CNET that I posted. Also, there's another one from yesterday...they talk about the price cuts that modems are having to take. Rockwell is splitting it's semiconductor (modem chip set maker) part because it's having trouble with profits and sales. I do think the price cuts are OK if they get an initial ramp up to sell lots of Modems, but I wonder if even this is happening. If Modems start selling, then price control can happen later. I'll be looking for signs of Modem sales the next month or so, otherwise the rest of the products are going to have to kick in with more revenue sooner for rapid price growth of stock. Seems that the way stock price is expected to go up for the next quarter or two is by cutting expenses and raising margins.

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