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

To: Analog Kid who wrote (10534)	11/19/1997 9:08:00 PM
From: Glenn D. Rudolph	Read Replies (2) \| Respond to of 45548

FIRST CALL EARNINGS ESTIMATES COMS 3Com Corp. 11/17/97 Industry: Com-wo AT&T SIC: 3576 Latest Price: $34.13 1998 P/E: 15.9 Analyst Recommendation: 1.7 QTR QTR FY FY Nov 97 Feb 98 May 98 May 99 --- --- -- -- CURRENT MEAN EPS 0.48 0.55 2.14 2.77 Number of Brokers 34 32 34 27 Median 0.51 0.59 2.24 2.70 Standard Deviation 0.09 0.08 0.23 0.24 Current High 0.58 0.64 2.43 3.25 Current Low 0.17 0.29 1.41 2.38 Year Ago EPS 0.50A 0.43A 1.81A 2.14 Current vs. Year Ago Change -4% 28% 18% 29% Report Date wk/Dec 19 wk/Mar 20 wk/Aug 21 - EARNINGS ESTIMATE REVISION MOMENTUM Up Revisions last 7 days 0 0 0 0 Up Revisions last 30 days 0 0 0 0 Down Revisions last 7 days 14 13 15 13 Down Revisions last 30 days 17 16 19 15 EARNINGS ESTIMATES CONSENSUS TRENDS Current Mean 0.48 0.55 2.14 2.77 7-days ago Mean 0.53 0.60 2.30 3.01 30-days ago Mean 0.53 0.61 2.31 3.03 60-days ago Mean 0.56 0.64 2.42 3.12 90-days ago Mean 0.57 0.65 2.42 3.08 COMPARATIVE ESTIMATES AND TRENDS Industry - Com-wo AT&T 16.16 10.08 49.64 62.62 Current vs. Year Ago Change 22% 28% 28% 26% Sector - TECHNOLOGY 10.80 9.62 39.47 48.70 Current vs. Year Ago Change 14% 15% 15% 23% WSJ/DJ US Index 11.45 11.01 45.54 51.43 Current vs. Year Ago Change 12% 10% 12% 13% Ratios Relative To: Company Industry Sector WSJ/DJ P/E on 1998 Cal Yr Mean 14.0 23.54 20.74 18.16 PEG on 1998 Cal Yr Mean 0.47 0.97 1.16 1.47 RECOMMENDATION AND GROWTH RATES RECOMMENDATIONS LONG TERM GROWTH RATES Current Mean 1.7 Next 5 yrs - Median 30% Number of Brokers 31 Number of Brokers 13 Industry Recommendation: 1.9 Industry Growth Rate: 24% 7-days ago Mean 1.7 Next 5 yrs - High 40% 30-days ago Mean 1.7 Next 5 yrs - Low 20% 60-days ago Mean 1.9 Last 5 Years 44% 90-days ago Mean 1.9 Diff. from Industry +0.2 Rel. to Industry 1.2 Diff. from Sector +0.3 Rel. to Sector 1.7 Diff. from WSJ/DJ US +0.5 Rel. to WSJ/DJ US 2.4 Transmitted: 11/18/97 7:56 AM (E_COMS)

To: Analog Kid who wrote (10534)	11/19/1997 11:04:00 PM
From: Valentino	Read Replies (3) \| Respond to of 45548

Good News from Reuters!!! LAS VEGAS, Nov 19 (Reuters) - A myriad of small, handheld computers and devices proliferated at the Comdex......... "Some of the biggest crowds were around 3Com Corp.'s booth, which featured the Palm Computing unit that develops the hot-selling PalmPilot..." Can hot selling PalmPilots offset high inventories of 56k modems? Could the PalmPilot be to Coms, like the Zip Drive was to Iomega? Wishful Thinking, Valentino

To: Analog Kid who wrote (10534)	11/20/1997 1:43:00 PM
From: Jeffrey Boggis	Read Replies (1) \| Respond to of 45548

3COM was being pulled down because more people were selling rather than buying their shares. On one side, you have the worries in Asia and the earnings estimates cuts by major brokerages, and on the other side, you have very positive remarks from Comdex on the palm top and the new products to compete with Cisco. At this point, there is far more upside potential. With Applied Material's ernings tonight, it will give us a peak into their Asian concerns. This will indirectly effect 3COMS's stock price over the next week. Watch tomorrow what AMAT does and I'm willing to bet that COMS heads in the same direction. My thoughts only, Jeff