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

To: Eric L. who wrote (17300)	6/12/1998 3:24:00 PM
From: joe	Respond to of 45548

I think the ANALyst don't have a clue as to the earnings estimates. Once COMS has one or two OK quarters, those estimates will skyrocket....it's the old ANALyst estimates game which is a bunch of crock...they're just sheep making up those estimates, they tell people what they want to hear. Personally, once Modem's get started, everything else will fall into place, and those estimates will get whipped bad. AOL validating v.90 modem standard is a very good thing. It's just too bad that it probably won't be factored in this quarter, so we may have more pain ahead... but I hope not. My own personal opinion on earnings is that they will meet numbers, but profit margins will be lower, and we'll have to see how the market takes this. Profit margins will increase in the future most definitely. Then there's the Telecom merger equation; who knows, this may change the picture a lot next month. BOTTOM LINE; COMS is a good company, just get it for the best price you can get and expect to hold on.