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Technology Stocks : COMS & the Ghost of USRX w/ other STUFF -- Ignore unavailable to you. Want to Upgrade?

To: Moonray who wrote (14106)	3/23/1998 1:34:00 PM
From: joe	Read Replies (1) \| Respond to of 22053

Moonray, I agree. But what if COMS comes in at lets say .12c? I guess there will be more weight on the CC then. What if COMS comes in at .10c? What if COMS comes in at .8c? They better have a good reason. My understanding is that they give the street guidance. It would look like they can't meet their own projections... Joe

To: Moonray who wrote (14106)	3/23/1998 1:37:00 PM
From: Lost in New York	Respond to of 22053

FYI, current First Call estimates from AOL, although its a few days old. FIRST CALL EARNINGS ESTIMATES COMS 3Com Corp. 03/16/98 Industry: Com-wo AT&T SIC: 3576 Latest Price: $34.94 1998 P/E: 36.4 Analyst Recommendation: 2.2 QTR QTR FY FY Feb 98 May 98 May 98 May 99 --- --- -- -- CURRENT MEAN EPS 0.14 0.31 0.96 1.84 Number of Brokers 31 28 32 31 Median 0.15 0.31 0.99 1.86 Standard Deviation 0.06 0.09 0.14 0.25 Current High 0.26 0.44 1.23 2.27 Current Low -0.07 0.04 0.49 1.23 Year Ago EPS 0.50A 0.12A 1.41A 0.96 Current vs. Year Ago Change -72% 158% -32% 92% Report Date wk/Mar 20 wk/Aug 21 wk/Aug 21 wk/Aug 23 EARNINGS ESTIMATE REVISION MOMENTUM Up Revisions last 7 days 0 1 0 0 Up Revisions last 30 days 0 1 0 0 Down Revisions last 7 days 1 0 1 0 Down Revisions last 30 days 5 3 14 2 EARNINGS ESTIMATES CONSENSUS TRENDS Current Mean 0.14 0.31 0.96 1.84 7-days ago Mean 0.14 0.31 0.96 1.84 30-days ago Mean 0.14 0.31 0.98 1.87 60-days ago Mean 0.14 0.31 0.98 1.88 90-days ago Mean 0.19 0.37 1.09 2.01 COMPARATIVE ESTIMATES AND TRENDS Industry - Com-wo AT&T 6.82 10.22 43.14 55.81 Current vs. Year Ago Change -15% 16% 14% 29% Sector - TECHNOLOGY 7.82 9.50 35.79 45.52 Current vs. Year Ago Change -6% 5% 6% 27% WSJ/DJ US Index 10.20 11.56 43.79 50.30 Current vs. Year Ago Change 2% 8% 8% 15% Ratios Relative To: Company Industry Sector WSJ/DJ P/E on 1998 Cal Yr Mean 29.1 32.21 25.51 21.69 PEG on 1998 Cal Yr Mean 1.16 1.37 1.45 1.74 RECOMMENDATION AND GROWTH RATES RECOMMENDATIONS LONG TERM GROWTH RATES Current Mean 2.2 Next 5 yrs - Median 25% Number of Brokers 29 Number of Brokers 8 Industry Recommendation: 2.1 Industry Growth Rate: 23% 7-days ago Mean 2.2 Next 5 yrs - High 30% 30-days ago Mean 2.2 Next 5 yrs - Low 20% 60-days ago Mean 2.0 Last 5 Years 39% 90-days ago Mean 2.0 Diff. from Industry -0.1 Rel. to Industry 1.1 Diff. from Sector -0.2 Rel. to Sector 1.4 Diff. from WSJ/DJ US 0.0 Rel. to WSJ/DJ US 2.0 Transmitted: 03/17/98 07:45 (E_COMS)