>> I'd prefer that
we beat this by 1 or 2 cents. Just don't want any -ve spin on COMS, joe. <<
I agree. IMO, COMS is still undervalued, so we won't get any
negative spin. PLUS, we all have been watching carefully the
statements by the 3Com officials. They were very positive
a month and a half ago, and have been even more positive
in the last few weeks. They wouldn't be doing this if there
was problems with "beating estimates". After the past troubles
they've had with this, they know better. They have learned
and it's showing in the way they coordinate their press releases
with the timing of the market and their fiscal quarter. They are managing expectations much, much better than 6-9 months ago. If I didn't think so, I'd been taking profits soon. When we get to $55,
if we do, then, I may contemplate some temporary overvaluation.
good luck to all,
joe |
