SI
SI
discoversearch

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.
Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?


To: Rev Paris Green who wrote (5435)3/24/1998 1:58:00 PM
From: joe  Read Replies (1) | Respond to of 18691
 
RE: COMS

<Likely case scenario, 3COM beats lowered estimates, but announces slowdown in Asia...>


That should already be in the price. COMS has mentioned
that several times in analysts meeting, etc., etc.

They're paranoid about giving the Street the wrong impression
- since they've been taking all the slack for their 'creative
accounting', and multitude of law suits. So, they go
out of their way to report problems.

Also, true that USRX is a monkey on COMS back, but I don't
think you've done any reasearch whatsoever to know how
COMS is adapting. If so can you come up with some
basic facts, other than personal usage of buying your
own COMS modem? - hopefully, it's a V.90.

Joe



To: Rev Paris Green who wrote (5435)3/24/1998 4:36:00 PM
From: Amots  Respond to of 18691
 
Dear Rev.
3-Com will go up...(like all other warnings etc. :-) )
From Briefing.com
<<3Com Corp (COMS) 37 3/16 +2 1/16: networker reports 3rd qtr net of $0.02 a share
(excluding charges), well below the First Call mean of $0.14 a share; revenues declined 14%
to $1.25 bln..>>