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

To: Glenn D. Rudolph who wrote (12309)	12/17/1997 7:46:00 AM
From: craig crawford	Read Replies (2) \| Respond to of 45548

<< However, I believe the comment was that CSCO had exposure but they had very strong market penetration in other parts of the world. Specifically, the US. >> True C$CO is well entrenched in the US. But the market is more mature here. Asia was supposed to help pick up the slack for all the networkers. They way I look at it everyone loses. C$CO has big US presence but the US isn't going to grow very fast. COMS has big Asian exposure but that isn't going to grow at all. Every way you slice it networking spending is slowing significantly and the PE ratios aren't supportable.