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Technology Stocks : COMS & the Ghost of USRX w/ other STUFF -- Ignore unavailable to you. Want to Upgrade?

To: Scrapps who wrote (8913)	11/10/1997 2:33:00 PM
From: Andrei Rogosin	Respond to of 22053

Why on earth would 3Com try to solve inventory problems all at once at the cost of a really bad quarter rather than spread them over the next two seasonally strong quarters. And why does Benhamou make such ominous comments without giving some meaningful guidance. I like the man but I think this is being handled badly. There is still SO much time till earnings and the uncertainty is going to kill us. My naive read on the inventory comments is that they are doing well enough to be able to afford not to push product into the channel. Of course, if accounting at 3Com doesn't consider channel inventory as sales then keeping the channel would do them any good anyway. Very confusing.