Finder,
>>I would be happy for company to say "Anaylst can't know how quarter will come out
cause we don't yet." It is the silence that is once again killing this stock because street
assumes given past history of 3com that it has leaked information, again.<<
yes, I agree that maybe it would be good for COMS to say something
though they can't get into specific numbers. But, keep in
mind, they just had a very extensive report to analysts around
the 20th of Jan. They told them everything they know, which
was for the most part very positive.
>>"once the analyst community gives the market the idea that the quarter is likely to be missed..."<<
Seems to me it was only DLJ that said something they can't even back
up concretely. We did have one downgrade today, but 2 (I think)
other positive words from other analysts.
This doesn't justify a 30% drop in the stock by any means.
In light of the above, yes, you do pose a good question. How
much can we expect 3Com to say, even though they don't have
enough information themselves to know the exact numbers, and it is
a tough quarter for them. Maybe, this is what they tried
to tell a few analysts a few days ago, and each one walked
away with his/her own opinion, and is reflected by the
variety of analysts releases. (which mostly says, no change
of opinion). Seems the first thing analysts might do is
check channel sources, but those are tricky to get right.
Seems better to stick to what the guidance was from Jan 20,
and stay with this, being that it was less than 2 weeks
ago. Any thoughts anybody? |
