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: craig crawford who wrote (11943)	12/9/1997 9:47:00 AM
From: Lost in New York	Read Replies (1) \| Respond to of 45548

Fresh First Call earnings via AOL: FIRST CALL EARNINGS ESTIMATES COMS 3Com Corp. 12/08/97 Industry: Com-wo AT&T SIC: 3576 Latest Price: $37.50 1998 P/E: 34.4 Analyst Recommendation: 2.0 QTR QTR FY FY Nov 97 Feb 98 May 98 May 99 --- --- -- -- CURRENT MEAN EPS 0.04 0.20 1.09 2.03 Number of Brokers 27 26 27 25 Median 0.04 0.20 1.11 2.05 Standard Deviation 0.02 0.06 0.15 0.26 Current High 0.10 0.34 1.42 2.56 Current Low 0.01 -0.02 0.60 1.53 Year Ago EPS 0.50A 0.43A 1.81A 1.09 Current vs. Year Ago Change -92% -53% -40% 86% Report Date Dec 18 wk/Mar 20 wk/Aug 21 - EARNINGS ESTIMATE REVISION MOMENTUM Up Revisions last 7 days 0 0 0 0 Up Revisions last 30 days 0 0 0 0 Down Revisions last 7 days 27 26 27 22 Down Revisions last 30 days 27 26 27 21 EARNINGS ESTIMATES CONSENSUS TRENDS Current Mean 0.04 0.20 1.09 2.03 7-days ago Mean 0.44 0.51 2.02 2.63 30-days ago Mean 0.53 0.60 2.30 3.02 60-days ago Mean 0.53 0.61 2.31 3.03 90-days ago Mean 0.56 0.64 2.42 3.12 COMPARATIVE ESTIMATES AND TRENDS Industry - Com-wo AT&T 14.72 8.81 45.93 60.14 Current vs. Year Ago Change 11% 12% 18% 31% Sector - TECHNOLOGY 10.54 9.40 38.77 48.17 Current vs. Year Ago Change 12% 12% 13% 24% WSJ/DJ US Index 11.32 11.01 45.41 51.59 Current vs. Year Ago Change 10% 11% 12% 14% Ratios Relative To: Company Industry Sector WSJ/DJ P/E on 1998 Cal Yr Mean 23.4 25.23 21.68 18.97 PEG on 1998 Cal Yr Mean 0.78 1.04 1.21 1.52 RECOMMENDATION AND GROWTH RATES RECOMMENDATIONS LONG TERM GROWTH RATES Current Mean 2.0 Next 5 yrs - Median 30% Number of Brokers 30 Number of Brokers 11 Industry Recommendation: 2.0 Industry Growth Rate: 24% 7-days ago Mean 1.8 Next 5 yrs - High 40% 30-days ago Mean 1.7 Next 5 yrs - Low 25% 60-days ago Mean 1.8 Last 5 Years 44% 90-days ago Mean 1.8 Diff. from Industry 0.0 Rel. to Industry 1.2 Diff. from Sector 0.0 Rel. to Sector 1.7 Diff. from WSJ/DJ US +0.2 Rel. to WSJ/DJ US 2.4 Transmitted: 12/09/97 08:50 (E_COMS)

To: craig crawford who wrote (11943)	12/9/1997 10:00:00 AM
From: moose	Read Replies (1) \| Respond to of 45548

Craig, I would use the short term strength you see in COMS as a good exiting point. Everyone seems to forget COMS missed about nine months ago. "I think" at that point their forward looking est. were greater than they are now but the price was 24. COMS management did fine when they were growing but their alot bigger now and its showing. All of 3COMS worries are still there ( INTC, CSCO, LU ) and their getting stronger. I now longer buy USRX products because of 3COMS lack of service. As the price goes up, it will attract more shorts. The next time it falls it just might be down for good or until someone like IBM buys them. Be careful with this dog! It should of got killed like ORCL is today!