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

To: Brian Fraser who wrote (14742)	3/24/1998 5:11:00 PM
From: Finder	Read Replies (1) \| Respond to of 45548

Does anyone know what time the conference call is? The company obviously asked that their stock be halted so as stop a panic in after hours trading before they get to adress matters in conference call. What a crock of sh__. This company can not get its act together.

To: Brian Fraser who wrote (14742)	3/24/1998 5:11:00 PM
From: William	Respond to of 45548

Actually, nothing matters if those analysts can give a good spin. KO WLA et al are trading at PE=60, and if they go to analyst's target prices in next 12 months===>PE>>>===100. Love it.

To: Brian Fraser who wrote (14742)	3/24/1998 5:19:00 PM
From: David Lawrence	Read Replies (1) \| Respond to of 45548

>>The only problem is that the future looks crappier than the present. It depends on your perspective. Let's face it, networking is undergoing painful consolidation. Cisco is King of their Mountain, followed by 3Com. Shiva is dead. Cabletron is floundering - dead but they just don't know it. Compaq stirring the pot, but they haven't a clue. Ascend lacks critical mass - they'll be bought. Newbridge is dead. Intel is just trying to stimulate demand for CPU cycles by forcing bigger pipes. Siemens and Lucent (and Nortel) - they are the the catalysts lurking in the shadows. They, along with Cisco and 3Com have the critical mass necessary to be a survivor, either alone or in various combinations. Everyone else had better dominate their specialty, or get gobbled up. Once that happens, good bottom lines will come more easily. Someone earlier said 3Com bought USR for their modems - a market that has topped out. The modem division was a freebie - 3Com bought USR for their distribution channels, remote access systems, and for their software prowess - that's where the margins are.