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

To: Mang Cheng who wrote (12132)	12/11/1997 4:29:00 PM
From: Dwight E. Karlsen	Respond to of 45548

Mang, I agree that sub 1K PCs will probably help COMS, if they are making a profit on the modems. I would be careful with this kind of thinking though, as that was the #1 thing the DD stock holders hung their hat on. But volume means nothing if ASPs have dropped to the point where the company can't make a profit. re With sub-1000 pc flooding the market, it's good for COMS, ASND, and AOL etc. but bad for PC makers. Not necessarily bad for all PC makers. CPQ in particular is aggressively leading the way in sub 1K PCs. Did you know you can get a CPQ 233MHz MediaGX processor for $795, w/o monitor? Some say CPQ makes just as much profit on the sub 1K systems as they do with the mid-ranged systems. Who knows, but I can't see CPQ willingly leading the way on sub 1K PC pricing if they aren't making money on them. JMO. DK