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


To: David Lawrence who wrote (14535)3/19/1998 7:53:00 PM
From: The Vinman  Read Replies (2) | Respond to of 45548
 
That may be the case, but can you say K6? The K6 is a faster processor than the pentium, everyone knows that, but is there a question of who has lost that battle? Rockwell warned of slower demand, but maybe even more importantly, pricing pressure in the modem industry, which Coms has to be feeling as well. The key for Coms is they have to beat heavily downward revised estimates, which they may do. As I said before, they were crafty to warn in December, no one even remembers that anymore.

The Vinman, seeing through the sludge that has become Wall Street......



To: David Lawrence who wrote (14535)3/20/1998 4:00:00 AM
From: craig crawford  Read Replies (1) | Respond to of 45548
 
Seems to me that this "enhanced market share" that you are referring to was just a bunch of sales to the channel. Do channel sales that have to be written off later count as market share?

Let's go ask COMS accountants that question.