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

To: vegetarian who wrote (11146)12/2/1997 5:36:00 PM
From: Marcel  Read Replies (1) | Respond to of 45548
 
<<Whatever it is, COMS is not clearly saying whatthe problems are.>>

I think you're right on target...before they were talking about merging USRX into their inventory model, now they are revising their own inventory model...fishy



To: vegetarian who wrote (11146)12/2/1997 5:44:00 PM
From: Pancho Villa  Read Replies (1) | Respond to of 45548
 
>>I have a strong suspicion that the margins may be under squeeze.<<

Makes sense. Revenues went down but unit prices probably went down even more so gross margin must have suffered. They could be more explicit about the whole thing!

Pancho


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