3Com Corporation (COMS) Message Board

STOCKTALK

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 0.00130

-18.8%

Nov 7 11:47 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Greg Jung who wrote (21226)	9/6/1998 7:42:00 PM
From: joe	Read Replies (1) of 45548

1) even .02c increase is 11.11% sequential increase in earnings. ( .02/.18 = .111111). 2) I'd feel pretty confident that their gross margin will improve (it did so last quarter; and was well recognized by analysts). I agree with Matt, this is what analysts will be focusing on the most...and future visibility. >>On a valuation basis it could go lower ie if it continues to miss quarters.<< What do you think the chances are of this? btw...preannouncement month is already past us, so you might want to work that into your consideration. >>Strategically this is not a 3com epoch, however: not going to be one of the "I Love you" stocks anytime soon.<< "this" as in this quarter? Nobody would disagree with you there. But 1999, and COMS lifts to a new level, if it executes. joe

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next