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

To: Thomas Haegin who wrote (12675)	12/23/1997 12:37:00 PM
From: moose	Read Replies (2) \| Respond to of 45548

Bias view on 3COM 3COM should be a 20 dollar stock because: 1. ethernet cards are a comodity product with margin pressures 2. failure to set 56k standard allowed for increased comp, COMS fault 3. previous downward earning revisions and warnings 4. 25% exposure in Asia 5. past multiples shouldn't be REWARDED with such a bleek outlook 6. networking growth rate slowing as a whole 7. Bay may soon be # 2 8. CSCO, LU and INTC ( most important one ) As a long time shareholder of USRX and more recently COMS, I'm very disappointed with COMS execution. I should have sold my shares when Casey aloud me the chance! By not setting a standard they slowed the RAS deployment and gave CSCO the chance to enter the market. With the lack demand, pricing pressure popped up. INTC has and will continue to put pricing pressures on the ethernet cards and hubs. COMS is just swimming in shark infested waters! BECAREFUL