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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: av ram who wrote (26643)12/26/1998 1:09:00 PM
From: jach  Read Replies (1) of 45548
 
Agreed. Spent some time and did comparison on COMS and CSCO.
Based on the numbers COMS has great potential for upside.
The key point for COMS to become a real gem is to show consistency.
Very interesting point is that COMS next year eps is 1.98. CSCO next year eps is 1.81. COMS mkt cap is only 16.5B, CSCO mkt cap is 148.7B. That is almost 10 times of COMS. The revenue is about the same, and COMS EPS is estimated higher than CSCO for next year.
So, imo, COMS has great potential for its stock price to appreciate. COMS also is a real bargain as we can see compared to CSCO. COMS is a very tempting target for acquisition. If the mkt now believes in COMS predictable growth and gives the same valuation as CSCO, COMS stock price will be at about 300$.
And, imo, looking at the charts, CSCO is way overvalued.

stocksheet.com
stocksheet.com
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