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: Doug who wrote (28670)	3/3/1999 3:11:00 PM
From: Joe S Pack	Read Replies (1) of 45548

Bandaid to bleeding 3COM: I have been with this loser since USRX buyout. Here are my remedies for 3COM: 1) Fire their CFO and get a guy who can have better revenue smoothing model. 2) Too many product lines to focus at one time. Narrow the broader spectrum to a few leading segments. 3) Stop telling lies to investors and the street. I spoke to a trader in one of the big brokerages today and his view is that 3COM management lost its credibility not once but twice as they within the last two year span. His view is that it will take a long time before credibility returns. My view is that it took 3Qs last time to get a better following from the street. This time it may be take much longer than that. 4) Eric's philosophy is not working well. Either he has to change with the tide or he should be given honorary position. He is scared guy rather than a fighter. He keeps running away from the core to commodity business. Look at his move. His "core network" product markets are being eroded by by CSCO, NT, LU and he is flleing to smart NIC, Palms and Modems. I think he is not agressive enough to face a business challenge. -Nat

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