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


To: David S. who wrote (13279)1/15/1998 8:02:00 AM
From: Rob L.  Read Replies (2) | Respond to of 45548
 
Are 3com's problems related solely to modems or do they extend to routers, hubs and swtiches too. I am long JBIL and coms represents about 21% of JBIL's business. However, JBIL only does hubs, switches and router work for coms, not modems. Anybody have any indication of how coms' router,switch, and hub businesses are doing.

Thanks. Oh, by the way, I am long coms at 54 and believe once the modem inventory is straightened out and coms learns from their mistake we will be testing old highs of 80 within the next 18-24 months. Communications is the future my friends!