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

To: Steve Porter who wrote (17547)	6/16/1998 10:54:00 PM
From: joe	Read Replies (1) \| Respond to of 45548

Steve, This was in Jabil's earnings report, after close today: "Sansone indicated that the while the Company's results for the third quarter were on target, near term production schedules have remained soft as a result of significantly lower production levels for one communications product line. For the balance of fiscal 1998, the Company anticipates that revenue will remain flat, with a significant revenue growth in the fall quarter." 3Com is one of Jabil's main customers. I'm wondering if they're talking about 3Com. Could be Lucent also. I don't think anybody can tell until they hear the cc for Jabil. (I'll check their thread later.) Even if it is 3Com, it doesn't necessarily imply anything ominous, but my paranoid mind sometimes likes to comb for problems. If they are talking about 3Com, hopefully, it's not something that has taken anybody by surprise. If it has taken somebody by surprise, then I wonder why, AND I hope this doesn't spell trouble in any way, shape, or form. Does this post make any sense, or have you already spent your profits? :-) joe PS - Interesting to hear about CSCO's problem. Sounds similar to MSFT and INTC. Guess that's what happens when a company gets huge.