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

To: joe who wrote (17562)	6/16/1998 11:01:00 PM
From: Steve Porter	Read Replies (1) \| Respond to of 45548

joe, Man you are on paranoid SOB.. you should go work for Intel or something <G>.. Seriously: 3Com is one of Jabil's main customers. I'm wondering if they're talking about 3Com. Could be Lucent also. Well without knowing with any certainty just what exactly 3COM buys from Jabil there are two possibilities here. 1) It is 3Com and the "slow down" is a result of COMS unstuffing the channel. It could also be reduction of volume or 3COM locating an alternate supplier with better pricing. 2) It is Lucent. Lucent apparently cut back and phased out a lot of product this Q.. Don't have the details in front of me, but I can see if I can find my notes in the office tomorrow. BTW: Just what the hell does COMS buy from these guys? Steve