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

To: Mang Cheng who wrote (14059)	2/24/1998 8:54:00 AM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 45548

COMS: DAKIN SECURITIE made new estimate for fiscal year ending 05/98 of $0.98 on 02/18/98 COMS: DAKIN SECURITIE made new estimate for fiscal year ending 05/99 of $1.87 on 02/18/98 COMS: DAKIN SECURITIE made new estimate for quarter ending 02/98 of $0.14 on 02/18/98

To: Mang Cheng who wrote (14059)	2/24/1998 10:18:00 AM
From: VC	Read Replies (1) \| Respond to of 45548

> Weakness... > COMS.....2 (rather low) > BAY......3 (about right) > ASND.....7 (way over valued) > CSCO.....10 (way over priced but value is there) When you are in vegetable market, you don't make lot of profit. But you sell. And if you don't make profit, you are valued low. Also, it has to resolve inventory problems. Cisco's net income is about 20% and 3Com's is about 3%. Another comparision is Dell vs. rest of PC. IMHO, once the inventory problems are gone, it will go up. Until then, wait-and-see... Good luck.