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

To: craig crawford who wrote (11715)	12/6/1997 4:16:00 PM
From: Thomas Haegin	Read Replies (1) \| Respond to of 45548

Re: Asian woes Craig, << ---"3Com is more exposed to this region than its peers," >> If I remeber correctly, about 15% of sales for COMS are to the Far East Don't nail me down on that - my point is the following: Are these 15% (or whatever) a net figure? If so, yes, a slowdown will hurt them. But I'd be interested to see their individual trade balance with Asia: Importing/buying components from them vs. selling finished goods over there. If they they were buying more from there than they are selling them, COMS may be actually profiting right now since Asia's devalued currencies make Asian exports and manufacturing costs even more competitive than they already are. However, I do not know how COMS trade balance looks with regard to Asia, unfortunately. Thomas