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


To: Mehrdad Arya who wrote (36631)11/28/1999 3:45:00 PM
From: Sawtooth  Respond to of 45548
 
Mehrdad: I'll do a short intro by saying I agree with the basic thesis of your posts re:Coms. Have you built any future revenue/earnings models for Coms using variable assumptions that you would be willing to share with the thread? I think there are many out there that also feel that Coms is set to maintain a long, steady rise but are wrestling with future EPS.

While it is largely crystal ball work at this point, an interesting tack of discussion on the thread might be some numerical forecasts with the understanding that they're being thrown out to be picked apart. Perhaps they've been presented but I've missed them.

I don't have any of my own Coms models, right now. I have an initial long position based on Coms' product position relative to emerging trends I like. Anyone have any numbers they're working with?

.........VVVVVVVVVVVVVVVVVVV



To: Mehrdad Arya who wrote (36631)11/28/1999 4:16:00 PM
From: Captain Jack  Read Replies (1) | Respond to of 45548
 
MA -- and for the benefit of the thread I have just been ignoring the snide comments of Asses...



To: Mehrdad Arya who wrote (36631)11/28/1999 8:15:00 PM
From: chirodoc  Respond to of 45548
 
i agree, although i like to hope for a big nasdaq sell-off to help us add.

my guess is that enough people will realize that this spin-off with the the streamlining of corporate structure will create two GREAT companies from an excellent company that has been bloated, digesting acquisitions.

feels a tad bit like T and LU to me.

curtis