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To: joshi who wrote (35076)2/17/1998 1:07:00 AM
From: Carmine Cammarosano  Respond to of 61433
 
A sure sign it is going up!eom



To: joshi who wrote (35076)2/17/1998 2:57:00 AM
From: sepku  Respond to of 61433
 
>>>FYI. 3 Analyst on Investors Conf on CNBC just pasted 3COM stating over inventory and thought the stock would stagnate for a few more quarters.<<<

The biotech/networking analyst in the middle (forgot his name) also made the point that THE most important quality one should look for in a networking company, is marketshare. The theory goes that marketshare is particularly indicative of strong future earnings growth, when it comes to that sector [installed product base = future orders = repeat business]. We all pretty much knew that, but it sums up why the institutions are so bullish on CSCO.

Style Pts.



To: joshi who wrote (35076)2/17/1998 6:59:00 PM
From: Glenn D. Rudolph  Read Replies (1) | Respond to of 61433
 
FYI. 3 Analyst on Investors Conf on CNBC just pasted 3COM stating over inventory and
thought the stock would stagnate for a few more quarters.


joshi,

This rumor was prevalent for the last few weeks.

Glenn