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


To: Elmer who wrote (14058)2/24/1998 1:15:00 AM
From: Mang Cheng  Read Replies (2) | Respond to of 45548
 
David, I think the current coms' weakness is due to its stupid earning period. While everybody by now had reported and celebrating, coms is right in its earning warning period.

Coms is the cheapest networking stock right now with the following price/sales ratio (PSR) :

COMS.....2 (rather low)
BAY......3 (about right)
ASND.....7 (way over valued)
CSCO.....10 (way over priced but value is there)

I think LU, NT and SIEMAN are all looking at coms very closely. These three companies don't seem to trust Cisco.

Good luck to all.

Mang