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Technology Stocks : 3Com Corporation (COMS) -- Ignore unavailable to you. Want to Upgrade?

To: American Spirit who wrote (31911)	6/22/1999 5:35:00 PM
From: bgg	Read Replies (1) \| Respond to of 45548

I think high 20s is a realistic base, given this company's performance. The problem with COMS and European telcos is that COMS is extremely weak in the ISP space, beyond access gear. CSCO and LU are charging into the high growth areas in this industry. Side note: Paisley just said he expected 1st half FY to be more challenging product mix-wise than second half. Doesn't sound like great outlook for the next Q, which this stock needs to get beyond high20s/early 30s.