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

To: Shroder Wertheim (Hijacked) who wrote (16438)	5/31/1998 2:31:00 AM
From: Daniel Simon	Respond to of 45548

I don't think anyone thinks COMS is worth more than CSCO but dollar for dollar of earnings is it worth only 1/2 of CSCO? Does anyone on this board like to predict sales, revenues by product segment, and earnings? Good luck and better profits, Daniel

To: Shroder Wertheim (Hijacked) who wrote (16438)	5/31/1998 3:20:00 PM
From: Eddie Kim	Read Replies (1) \| Respond to of 45548

Don't forget about that Palm Pilot III. Every penny counts...

To: Shroder Wertheim (Hijacked) who wrote (16438)	5/31/1998 4:54:00 PM
From: Mark	Read Replies (1) \| Respond to of 45548

Dude, Official article from Toronto-Dominion's New York office re: carriers looking to acquire Data companies....not necessarily the Data Network powerhouses only. Very interesting. The article (which has been posted either here, Bay, or Ascend thread) listed 3COM as the no. 1 acquisition target.

To: Shroder Wertheim (Hijacked) who wrote (16438)	5/31/1998 8:14:00 PM
From: joe	Read Replies (1) \| Respond to of 45548

>>(1) Company is not giving any guidline on this quarter's earning.<< This is true, but it's hard to justify the severity of the drop, 26%, because of this. It was already low priced in the 30's from poor performance last quarter. If it's true that there is bad news, then it's priced in, and stock shouldn't be surprised from a bad earnings report, and have a good upside surprise if it just meets estimates. >>(5)Remote Access product, COMS are OK. << Total Control Netword Concentrator is a very good quality.