3Com Corporation (COMS) Message Board

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Technology Stocks : 3Com Corporation (COMS)

COMS 0.00130

0.0%

Nov 7 11:47 AM EST

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To: Bosco who wrote (29576)	4/9/1999 1:47:00 AM
From: Gary Korn	Read Replies (1) of 45548

I think COMS's low margin NICs actually works against its diversifications. Hedging the bet is good, but not at the expense of diverting resources for high margin product ramp up Bosco, You make a good point. While I think COMS is attractively priced at 21, there are risks involved. Also, the issue you mentioned is certainly one reason why COMS would not be expected to climb so rapidly off of the bottom as did ASND. On the other hand, while ASND had its LU, perhaps COMS can have its Siemens. Gary Korn

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