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


To: Jacob Snyder who wrote (9623)11/4/1997 4:03:00 PM
From: Mang Cheng  Read Replies (1) | Respond to of 45548
 
Jacob, no time to give a detail reply to you, but if cisco shows any of the following :

1. Slow down in revenue growth

2. slow down in earning growth

3. lowering of gross profit margin (currently 65%)

4. lowering of Net Profit Margin (currently 21.7%)

due to competition of Layer-3 switches taken over its Routers,

We could see cisco share price comes down to more realistic level. It has a PSR of 9.2 right now (vs. coms' 3.7).

I am watching its earning report closely today.

Mang



To: Jacob Snyder who wrote (9623)11/4/1997 5:36:00 PM
From: PeterR1700  Read Replies (1) | Respond to of 45548
 
Jacob - interesting that you pose your questions on a Coms thread. I'm thinking of buying COMS, are you?

'Preciate your thoughts.

Peter



To: Jacob Snyder who wrote (9623)11/6/1997 2:30:00 AM
From: laleh  Respond to of 45548
 
Cisco, in coopeartion with Intel and Microsoft, is entering the consumer market:

techstocks.com