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

To: blankmind who wrote (15880)	5/20/1998 12:49:00 AM
From: Eric	Respond to of 45548

I second that observation. When it finally moves it will be very fast. We will probably not know until the next earnings and CC at the end of June. It sure makes for a good trading stock!

To: blankmind who wrote (15880)	5/20/1998 10:18:00 AM
From: joe	Read Replies (3) \| Respond to of 45548

>>i know someone is going to say one or 2 quarters is not enough time to regain the streets confidence, but memories are short when you look at company in the network sector and also a leader in some areas.<< I think you have to remember, that COMS has already spent at least 1 good quarter in 'healing mode'. It's inventory was out of control after the USRX buyout. This last Dec-Jan. it went a long ways towards setting up a system which they can keep track off consistently. The ANALyst really like that - less work for them. Also, COMS has cleared out inventories to much lower levels, and has done work on cutting expenses (and continues to do so). It's all part of getting the merger organized better. The problem as I see it, is that selling x2 modems are harder than what most people realize - because of the standards war, and because people think xDSL and Cable are right around the corner. I don't buy that. The other technologies have their numerous technical issues to deal with and RBOCs will not be leading the Internet ramp up with xDSL. RBOCs will only do so if absolutely forced to. They could have had it out a long time ago it they had really wanted to. For a while, the x2 modems are the best solution (IMO) and given a chance, they are good value compared to the status quo. joe