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Technology Stocks : 3Com Corporation (COMS)
COMS 0.001600.0%Nov 26 9:30 AM EST

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To: Freeflight who wrote (31310)5/27/1999 10:37:00 PM
From: Erin  Read Replies (1) of 45548
 
1. Justify your 46% number. Maybe 45% of 3Com revenue is from modems and NICs combined so how do you get to 46% being in "crappy nic cards"?

2. Define "crappy". Some of that 45% is made up of xDSL, cable modems, video cameras and some mobile products (PCMCIA, CardBus) that command nice margins and high growth prospects so calling the whole lot "crappy" is a bit shortsighted [pun intended].

Freefall> 46% of coms revenue is crappy nic cards. coms valuation will be 35.
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