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


To: Stockman_77079 who wrote (15321)4/28/1998 7:47:00 PM
From: joe  Read Replies (1) | Respond to of 45548
 
Stockman,

>>I am not as optimistic as you are on the short term outlook of this stock.<<

I'm more optimistic long-term. In the short term,
I estimate 1-3 quarters to see substantial progress.

>>I bought the stock when it was a networking company.<<

I don't know anybody who things of it otherwise. Some
people may say that it doesn't have high end network
products such as Cisco, but they will shortly find out
they're wrong.

>>But I think it will have to make some changes to its
strategies to "focus" on what it does well.<<

I think that's what it's trying to do right now. It's
merger with USRX threw it off balance, and it's now
starting to regain it again. Plus, it has to transition
to the next product cycle, and this is hard for any
company to do - do create a 'new focus'.

Bottom line is I think management can do it.

Joe