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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: Harold S. Kirby who wrote (27665)2/5/1999 9:01:00 PM
From: bgg   of 45548
 
Harold -- Just read your "Statistical Modeling" analysis on COMS and its prospects. Man, lift your nose from your spreadsheets and take some time to learn about the networking industry, and what exactly 3Com does for a living. I'd be surprised if you can tell me what exactly 3Com does. You canNOT make wise investments in this industry without looking beyond your favorite number: EPS.

Try getting beyond your theoretical analysis and try thinking about these points:

1. 70% + of COMS revenue mix comprised of low-end, commodity products subject to huge pricing pressure/wars.

2. No carrier presence -- do you even know what the next big market for networking companies is? Do you even know if 3Com is positioned to take advantage?

3. Does 3Com have the direct sales force model in place to play in future high growth markets? And no, I'm not talking about data-only networking.

I could go on and on. Another thing ... John Chambers may be a salesman, but Cisco is a lot more than hype. Do you actually look at ALL of the numbers behind that company? Street places a premium on CSCO for a very good reason.

Finally, I wouldn't brag so much about "Operations Management" in the defense industry. The defense industry wasn't (notice past tense) the poster child for operational efficiency -- better described as plain ole bureaucratic, ancient-styled inefficiency that managed to produce something despite being overbloated with tax dollars, too many people, etc.

You may be qualified to speak about certain things, but I'm thinking more along the lines of how not to run a business.
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