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


To: Pancho Villa who wrote (11736)12/6/1997 1:41:00 PM
From: Eric  Respond to of 45548
 
Pancho

Thats the way I read it also. There will be lots of turnover in the next month, especially in the retail channels.

The modem manufacturers will turn the marketing depts loose shortly!

Eric



To: Pancho Villa who wrote (11736)12/6/1997 8:50:00 PM
From: craig crawford  Read Replies (2) | Respond to of 45548
 
<< IMO a good chunck of the inventory glut should be chewed up by Xmas [store] sales which
should run well above average. >>

What makes you say that? You don't think that COMS took into account the extra-push from the X-mas season when they explained their forecast to the street? These "standarized" 56K modems won't be ready in time for Christmas.