3Com Corporation (COMS) Message Board

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Technology Stocks : 3Com Corporation (COMS)

COMS 0.00130

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Nov 7 11:47 AM EST

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To: opalapril who wrote (28998)	3/15/1999 7:27:00 PM
From: Gopher Broke	Read Replies (3) of 45548

But a "good solid company" does not in itself justify a P/E of over 30, which is still where COMS sits even now. To go up from here COMS have to come up with projections of substantial earnings growth. But where from? NICs and modems have become commodity items. COMS has to get into completely new products with higher margins. Palm Pilots are good, but not vital enough to generate the volume sales COMS needs now. I guess COMS could hope to corner the burgeoning client-end DSL connectivity market, but there is some fierce competition there as well. What other "products and services" do they have up their sleeve which will generate decent profit margins?

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