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: Steve Porter who wrote (23354)	10/29/1998 3:35:00 PM
From: Tim McGee	Read Replies (1) of 45548

Steve, I don't understand your excitement over these scenarios you keep pointing out. If demand is higher than $Com's ability to meet inventory requirements, i view this as a problem. $Com is engaged in a number of commodity businesses as we all know. The key to success in a commodity business is the ability to execute. This shows a lack of that ability IF this situation is widespread (hopefully it doesn't exist outside Canada - where you live). Waiting 2 weeks for a NIC is outrageous and could cause customers to buy a competitors product. Granted the above situation shows a positive signal that demand is increasing for $Com products. To be sure, this is a much better situation that last year's inventory bloodbath, but as $Com shareholders we must be critical of problems even if they are a result of an underlying good trend. Not being able to supply products efficiently to meet demand could hurt revenues and cause customers to look elsewhere. Our ride back up to $50 will be quicker if problems like these are eradicated.

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