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: Eric who wrote (21992)	9/22/1998 8:37:00 PM
From: matt fahy	Read Replies (2) of 45548

Earnings Analysis: $1.4 billion sales 44.8% gross margin (what were analyst expectations?) 8.4% operating margin (w/o one-time $10M benefit) .24 eps; beat street by .04 or 20% Inventory down $143M or 22% A/R up $130M or 15% (quarter backend loaded?) "unprecedented market share leadership in Ethernet technologies by becoming the first vendor to attain top positions in all seven categories of Ethernet technology for the LAN workgroup" For the historically slowest quarter this report does not appear too bad, definite improvement from prior report which is what was needed to prove they have "turned the corner" as Eric has stressed lately. No more ghosts to come out of the merger woodwork, hurray, only Palm-sized surprises! :o) Conference reply # or did anyone listen? Matt

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