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

To: Glen McGlaughlin who wrote (10459)	11/18/1997 2:05:00 AM
From: pass pass	Respond to of 45548

Check out SMOD,MRVC,CYMI,ASND,MCAF,DWRX,SUNW,NT,LU,QCOM,QNTM,INTC, etc., they all have forward p/e less than 30. Most of these are fast-growing companies. I still think 3Com will miss the number this quarter due to the slow sale of x2 modem. I tried to do a survey in ASND thread to find out how many posters have bought a 56k modem, not many. All, if you want to save the company, buy an x2!!! Long COMS and worried. This post is brought to you by the X2 technology.

To: Glen McGlaughlin who wrote (10459)	11/18/1997 7:01:00 AM
From: Christopher White	Read Replies (1) \| Respond to of 45548

Glen, I'm waiting to buy until the technicals give me that signal - right now they are still bearish...on the equivolume chart the heavier volume is on the down moves and both the 100 day-EOM and the 13 vs. 55-VAMA are negative. The 3 vs. 55-VAMA is bullish...the day after the 13-VAMA crosses the 55-VAMA I'll buy. Christopher

To: Glen McGlaughlin who wrote (10459)	11/18/1997 7:33:00 AM
From: Paul Bush	Read Replies (1) \| Respond to of 45548

Glen, I think you may be fooling yourself if you think COMS won't return to under 30. The Techs have been going crazy the last few days and COMS has gone along for the ride. As soon as the market calms, the fear will be back. There was a reason COMS dropped so far so fast and that reason has been pure speculation so far for us individual investors. Short term inventory problems? Maybe. What is the real effect of the USRX accounting story? When the big boys have unloaded their positions the rest of us will find out the real news. The way the stock has been acting, I would say an earnings warning is coming. My only question is how bad. I may be wrong, but until earnings are announced, I think buying this stock is like throwing the dice in vegas.

To: Glen McGlaughlin who wrote (10459)	11/18/1997 9:17:00 AM
From: Glenn D. Rudolph	Respond to of 45548

ADVISORY/3Com Corp. Announces Plans for COMDEX Business Wire - November 17, 1997 21:47 %3COM COMS %CALIFORNIA %LAS %VEGAS %COMPUTERS %ELECTRONICS %COMED %TELECOMMUNICATIONS %TRADESHOW %ADVISORY V%BW P%BW ADVISORY ... for Monday-Friday (Nov. 17-21) --(BUSINESS WIRE)-- WHERE: 3Com Booth, No. L2036 COMDEX/Fall, Las Vegas, WHEN: November 17-21, 1997 This November 17-21 at COMDEX/Fall in Las Vegas, 3Com Corporation will be showcasing several new products and initiatives as part of its participation in this important IT exhibition. Please see the following announcement and product demo summaries, stop by the booth and schedule your COMDEX appointment with 3Com today. 3Com leads the 56K(1) market with x2(TM) technology 3Com continues to lead the 56K(1) market with its end-to-end x2(TM) technology solutions and its commitment to standards. Several 3Com executives will be available at COMDEX to discuss 3Com's perspective and vision on the 56K(1) space, and where x2 56K(1) technology deployment currently stands. Also, 3Com will be discussing new x2 56K(1) products to be released at the show. -- CONTACT: Brad Thatcher of Coltrin & Associates at 212/221-1616 or brad_thatcher@coltrin.com 3Com Mobile Communications 3Com will introduce one of the world's first international x2 PC Card modems -- approved for use in more than 250 countries. 3Com Mobile Communications also will be offering COMDEX attendees a sneak preview of its upcoming LAN + Modem combination cards. These new products will be demonstrated at the 3Com booth. -- CONTACT: Pete Wermter of the Weber Group at 650/463-8649 or pwermter@ca.webergroup.com 3Com Video Products Group 3Com will introduce Bigpicture(TM) TV Phone -- a simple videophone solution, enabling person-to-person videoconferencing using ordinary telephone and television equipment. Bigpicture TV Phone is a self-contained unit, including a powerful video communications processor (VCP) chip, a digital video camera and a high-performance analog modem. The Bigpicture Video Kit ships complete with a 30 fps video capture board, video/voice fax V.80 x2 upgradable modem, color video camera, suite of video communications and editing software. -- CONTACT: Laurie Doyle Kelly of the Weber Group at 617/520-7075 or ldkelly@webergroup.com 3Com Offers New SOHO Router 3Com will showcase its recently announced OfficeConnect(R) Dual Analog router, a SOHO/high-end home user router that enables users to get near-ISDN speeds over analog lines. -- CONTACT: Robyn Porter at 847/797-6583 or rporter@usr.com 3Com's OfficeConnect(R) LAN Modem 3Com's new ISDN SOHO router enables up to four users to simultaneously access the Internet or corporate network over a Basic Rate Interface (BRI) connection. The LAN Modem features IP routing; easy set-up and management via a built-in web browser; SPID wizard; network address translation; PAP and CHAP security; and more. -- CONTACT: Robyn Porter at 847/797-6583 or rporter@usr.com Additional 3Com Products to be Showcased at COMDEX Managed PC Network Interface Card (NIC) Demo -- Bringing NetPC-like functionality to traditional PCs, 3Com will show COMDEX attendees how its enhanced NICs enable interoperability of Managed PCs with HP, Tivoli and ON Management. 3Com will have existing NT, NetWare and Unix services installing "clean PCs" and waking them up for midnight inventory, repairs or upgrades. Additionally, 3Com will show several unique end-to-end management features that are enabled by 3Com NICs, lowering total cost of PC ownership. -- CONTACT: Pete Wermter of the Weber Group at 650/463-8649 or pwermter@ca.webergroup.com NETServer 8/16 I-modem -- Award-winning eight or 16-port remote access servers that can connect either analog or digital calls on every port no matter the mix of calls. These products can serve at the digital server to enable x2 technology information downloads. -- CONTACT: Robyn Porter at 847/797-6583 or rporter@usr.com MP 8/16 I-modem -- Eight or 16-port modem pools that can connect either analog or digital calls on every port no matter the mix of calls. These products can front-end an existing remote access server to enable x2 technology information downloads. -- CONTACT: Robyn Porter at 847/797-6583 or rporter@usr.com Note to Editors: 3Com and OfficeConnect are registered trademarks. Bigpicture, DynamicAccess, PalmPilot, and x2 are trademarks of 3Com Corporation or its subsidiaries. Other brands and products names are the property of their respected holders. (1) All x2 products are capable of 56 Kbps downloads; however, due to FCC rules which restrict power output of service providers' modems, current download speeds are limited to 53 Kbps. Actual speeds may vary depending on line conditions. Uploads from end users to service providers travel at speeds up to 28.8 Kbps. An x2 modem, an analog phone line compatible with x2 technology and an Internet provider with x2 service are required for these high speed downloads. See www.3com.com/x2 for details. CONTACT: The Weber Group Pete Wermter, 650/463-8649 pwermter@ca.webergroup.com

To: Glen McGlaughlin who wrote (10459)	11/18/1997 11:57:00 AM
From: dougjn	Read Replies (1) \| Respond to of 45548

<<The P/E ratio on forward earnings,even on a reduced basis is around 30-that is unheard of>> Huh? Consensus May 98 is 2.26. Which suggests a 6mo forward PE of 14.5. I am assuming May 98 is not 2.26 but flat w/97, or 2.05. Which is abt 16x forward. Which is pretty cheap. Doug

To: Glen McGlaughlin who wrote (10459)	11/18/1997 1:39:00 PM
From: Eric	Read Replies (3) \| Respond to of 45548

Glen, 3C0M will move up significantly only after the earnings and CC, assuming it is positive and not to negative. I am long in the stock and am not too worried about it. It will only trade down into the teens if we get a very bad report, but I do not expect that. The USRobotics division is the only perceived problem holding them down right now. I love their product mix and things look very good for them next year. Now is a great buying opportunity if you understand the products and business trends. Good investing, Eric