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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: Tim McGee who wrote (23470)10/29/1998 3:38:00 PM
From: Steve Porter  Read Replies (1) of 45548
 
Tim,

I am excited because it is much easier to fix a supply constrained problem than a demand constrained problem. Supply constrained, while not prefect is an enviable position to be in. COMS can always hire more folks and add another shift at the factories. It is much more difficult to get consumers to buy product. In addition, you don't hear about problem from any of the large OEMs so the supply constrained problem isn't obviously that large (i.e. the big customers are still getting their supplies), it's the little guys that are getting put on allocation.

In short, COMS is selling everything they can make, which is excellent IMHO. The excitement is that this problem is alot easier to solve than the last one. (which they solved too well)

Steve

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