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: MskiHntr who wrote (24483)	11/13/1998 10:41:00 AM
From: joe	Read Replies (1) of 45548

Joe, Thanks for the Cr Suisse FBC comments.... good positive reaffirmation of COMS. >>and opportunity for margin improvement is still very good.<< I interpret this as refuting the argument that INTC is taking market share from COMS due to price drops. INTC is a minor annoyance is the life of COMS. It could be COMS investor's were a bit spooked by CSCO claiming that it was taking market share from COMS in the lower end (I heard somewheres that this was saidd after CSCO announced earnings). Shows that CSCO is paying attention to COMS and giving it's strategy more credence. joe Paul Weinstein "Mr. COMS axe" has already said as much.

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