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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: jim bender who wrote (26411)12/22/1998 7:55:00 PM
From: Tim McGee  Read Replies (1) of 45548
 
Ericb on CNBC

I don't think short interviews like the one today give Ericb the chance to state his case very well. They should let him on for longer interviews so he can discuss some specifics. He didn't seem to be very into speaking in sound bites today.

He basically restated the momentum thing. The 60% product data. Said they expected reasonable growth in next quarters. Mentioned the CB9000 platform in regards to competition with Cisco in large enterprises. Also mentioned that 3Com spreads across many market segments. Advertising expenses to pick up for "More Connected" branding.

When asked about competition in Palm, refocused the conversation on wireless aspects of these devices. Great focus and expectations here.

Nothing earth shattering. 3Com will need to continue to retell the story over and over to get the bulk of the Money Managers on board.

Tim
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