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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: Shroder Wertheim (Hijacked) who wrote (28802)	3/6/1999 1:20:00 PM
From: The Duke of URL©	Read Replies (1) of 45548

Scribilings on the back of an envelope response: BECAUSE: Mang, I believe it was and I went through this about a year ago. IF the co. sells 4 Million Palms (twice the orig projected sales figure), at say 350 per palm, that's 1.4 billion. That <20% of the total gross rev. for the co. Its nice, but not a substitute for the other lost or abandoned or squeezed revenue streams. AND, it appears from your post that they have not executed very well on production issues, so th at the 4mill figure might never be obtained. This MAY be, and I am not saying it is, a direct result of the co management not confronting the REAL issue of the complete loss of the Router/switch wars. The effort to "downplay" (euphemistic word to hide and not disclose), the lack of router/switch business, corrupted the internal flow of information in the company with the result that the efforts to re-allocate COMPANY resourses failed. This happens sometimes when Peter doesn't talk to Paul. Duke

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