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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: The Jedi who wrote (26630)12/27/1998 4:06:00 PM
From: Judy  Read Replies (2) of 45548
 
Kiri,

Most of COMS products appear to be low-margin commodity-type items, except for CoreBuilder 9000 (Refer to the list that Joe posted me, thanks Joe!)

Message 6953890

As such I don't see earnings growth being sustainable by current products. COMS foray into the future Voice over IP market remains to be seen, as it will be competing against LU, CSCO and ASND for that segment. Next quarter's earnings are expected to be flattish, with subsequent growth in the quarter after next when/if future products take off. A trading target of 54-55 is achievable, but to me leaps may not be the trading vehicle of choice for an 8-10 point gain.
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