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: Judy who wrote (26650)	12/27/1998 11:10:00 PM
From: gfr fan	Read Replies (3) of 45548

<<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!)>> Judy, not correct. COMS has 50%+ margins over half of its business. The modem biz brings this down to the high 40's overall. However, COMS is positioned to lead in cable and xDSL modems which will go out at higher margins in their early life cycles. I follow the earnings growth - COMS is growing EPS very nicely this Fiscal and Next. If the top line grows as well, they will be a momentum stock

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