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


To: Jason W. who wrote (11189)12/2/1997 8:58:00 PM
From: still learning  Respond to of 45548
 
Change in fundamentals is unquestioned -- the real issue w/ COMS is how will they react and respond? When will they get out of the woods; how long will it take; what path will they choose to do so?

We are all aware the company faces challenges that weren't there 2-3 years ago. But it is not yet clear whether they are under/poorly valued based on short term sentiment or a long-term decline. Cases can be made both ways, though clearly the shorts are right in the short term.