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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: Moonray who wrote (27647)2/4/1999 10:41:00 PM
From: joe  Read Replies (2) of 45548
 

>>All 3COM has to say to restore confidence is:
"No, we don't see that we are losing business to Cisco".

Any thoughts anybody?<<

Yes, moonray, I thought about this later, and realized that
would be a good thing for them to come out and say. It would
seem like something they could say without knowing the
exact revenue numbers for the quarter.

I don't know, maybe they do need some more input from sales
revenues to come in? Maybe they're afraid of saying the
wrong thing? I don't know.

I did notice today that they are giving some type of sales break
on the Palm...possibly a way of getting some extra sales in
before the end of the quarter? Maybe that was some type
of indirect message?

joe
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