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: Moonray who wrote (28736)	3/4/1999 10:47:00 AM
From: LouisG	Read Replies (2) of 45548

DEAL Makes Sense! EB has stated the competition selling to the carriers was going to get "bloody" and COMS can't compete with LU,CSCO & NT. Seimens needs more than just a partnership. COMS will focus on xDSL, cable modems, LAN/WAN VoIP, smart NIC's, Palm growth, SOHO networking and enterprise deals using direct sales & channel. COMS is going to avoid erosion of high margins and will improve the balance sheet. (RA - remote access TotalControl growth has been slowing)I think they have excellent chance to evolve to where they are "hitting on all cylinders" but it will take 6-12 mos. I wouldn't expect a PE greater than 25, though. When their EPS run rate is $2.00 we may see a price of $50 again.

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