Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Mang Cheng who wrote (13982)	2/16/1998 5:48:00 PM
From: Wigglesworth	Read Replies (1) \| Respond to of 45548

<<it seems everywhere I go I see unsold USRX modems>> I discover the same phenomenon everywhere I go. And not just with modems, mind you. In every bookstore, I see unsold books; shoestore unsold shoes; brothel unsold sex; etc.

To: Mang Cheng who wrote (13982)	2/17/1998 5:34:00 AM
From: Christopher White	Read Replies (1) \| Respond to of 45548

Mang, Your point about the sell through is right on. Because all the modems that I have seen at retail have had USRobotics logo on the boxes (in fact I have yet to see a modem with '3Com' on the box), I got the feeling that they had been sitting on the shelf for a long while - unlike the Palm Pilot, which had the 3Com logo on the box. Do you know the mechanics of an inventory write off of the magnitude 3Com did last quarter? When a company writes off channel inventory, do they leave the inventory in the channel, hoping it will sell, or do merchants return it to the company for a credit toward their next purchase? Christopher