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Technology Stocks : COMS & the Ghost of USRX w/ other STUFF -- Ignore unavailable to you. Want to Upgrade?

To: David Lawrence who wrote (11068)	12/28/1997 8:52:00 PM
From: Glenn D. Rudolph	Respond to of 22053

FIRST CALL EARNINGS ESTIMATES COMS 3Com Corp. 12/23/97 Industry: Com-wo AT&T SIC: 3576 Latest Price: $32.75 1998 P/E: 33.4 Analyst Recommendation: 2.1 QTR QTR FY FY Feb 98 May 98 May 98 May 99 --- --- -- -- CURRENT MEAN EPS 0.15 0.31 0.98 1.89 Number of Brokers 30 28 31 30 Median 0.16 0.32 1.04 1.95 Standard Deviation 0.07 0.10 0.15 0.28 Current High 0.34 0.44 1.16 2.30 Current Low -0.07 0.04 0.49 1.06 Year Ago EPS 0.43A 0.45A 1.81A 0.98 Current vs. Year Ago Change -65% -31% -46% 93% Report Date wk/Mar 20 wk/Aug 21 wk/Aug 21 - EARNINGS ESTIMATE REVISION MOMENTUM Up Revisions last 7 days 2 3 5 3 Up Revisions last 30 days 0 0 0 0 Down Revisions last 7 days 18 17 21 15 Down Revisions last 30 days 28 27 30 25 EARNINGS ESTIMATES CONSENSUS TRENDS Current Mean 0.15 0.31 0.98 1.89 7-days ago Mean 0.19 0.37 1.08 2.01 30-days ago Mean 0.52 0.60 2.03 2.65 60-days ago Mean 0.61 0.69 2.31 3.03 90-days ago Mean 0.64 0.73 2.42 3.12 COMPARATIVE ESTIMATES AND TRENDS Industry - Com-wo AT&T 8.71 11.61 45.65 59.39 Current vs. Year Ago Change 11% 21% 17% 30% Sector - TECHNOLOGY 9.25 10.61 38.23 47.68 Current vs. Year Ago Change 11% 15% 12% 25% WSJ/DJ US Index 11.02 12.15 45.23 52.32 Current vs. Year Ago Change 11% 13% 11% 16% Ratios Relative To: Company Industry Sector WSJ/DJ P/E on 1998 Cal Yr Mean 25.4 23.37 19.98 18.51 PEG on 1998 Cal Yr Mean 1.02 1.00 1.10 1.47 RECOMMENDATION AND GROWTH RATES RECOMMENDATIONS LONG TERM GROWTH RATES Current Mean 2.1 Next 5 yrs - Median 25% Number of Brokers 31 Number of Brokers 11 Industry Recommendation: 1.9 Industry Growth Rate: 23% 7-days ago Mean 2.0 Next 5 yrs - High 40% 30-days ago Mean 1.8 Next 5 yrs - Low 20% 60-days ago Mean 1.8 Last 5 Years 44% 90-days ago Mean 1.8 Diff. from Industry -0.2 Rel. to Industry 1.1 Diff. from Sector -0.1 Rel. to Sector 1.4 Diff. from WSJ/DJ US +0.1 Rel. to WSJ/DJ US 2.0 Transmitted: 12/23/97 12:57 PM (E_COMS)