Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Mang Cheng who wrote (9952)	11/11/1997 12:27:00 AM
From: Pancho Villa	Respond to of 45548

MC >>Considering he zapped the stock, Johnson is surprisingly upbeat on 3Com, saying if it dropped a few more points it would be very attractive. ''This is not a valuation issue, it's a visibility issue,'' says Johnson, who follows networking stocks from New York. By visibility -- analyst talk for how predictable a company's sales and earnings will be -- Johnson means he can't project 3Com's performance as well as he'd like.<< I guess the next step is to upgrade.. This is what I call lack of professionalism! what a Jerk. I said somewhere Analysts in general are pretty mediocre. If it was nothera in COMS go to CNTO. Wow what a hit I am long in these two! Pamcho

To: Mang Cheng who wrote (9952)	11/11/1997 12:30:00 AM
From: James T.	Respond to of 45548

Mang, I think that article needs to be corrected to show a $80 price target for 1998. I know that was what they meant. I should also mention that $80 for 1998 is a conservative estimate.

To: Mang Cheng who wrote (9952)	11/11/1997 10:54:00 AM
From: Ramsey Su	Read Replies (2) \| Respond to of 45548

Mang, as a non-tech person, trying to understand the barrage of new products in the network arena had been giving me a perpectual handache for the last six months. I wanted to ask your (and others) opinion on this observation. At one time, is it true that the big four in networking each have their strength and weakness in certain segments. Through time, they are encroaching in each others niche, not to mention Intel, NN, Fore and numerous others that are chipping away here and there. Are network products quickly becoming commoditized just like the semis? There seem to be no problem with production capacity so price cuts would eventually be even more severe. This sector had enjoyed a pretty attractive profit margin. Can this be sustained? The DD market took a big hit recently. Is the network group next? Comments appreciated. Ramsey