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 (10797)	11/25/1997 9:15:00 PM
From: Maverick	Read Replies (1) \| Respond to of 45548

Hambrecht & Quist said analyst Farrokh Billimoria lowered his fiscal 1998 earnings estimate for 3COM CORP to $1.74 a share from $2.29. He cited inventory levels on modems and adapters, a back end loaded quarter and Asia weakness as reasons for the estimate reduction. He said "we believe that 3Com is focused on reducing channel inventories this quarter, both for modems and adapters." (Reuters 11:59 AM ET 11/20/97)

To: Mang Cheng who wrote (10797)	11/25/1997 9:53:00 PM
From: jim bender	Read Replies (1) \| Respond to of 45548

Mang, On more on NN & UB...look like COMS will pay little price to OEM NN's WAN switches. techweb.cmp.com IT will be good for NN & COMS. CSCO was worried about this deal.