Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Street Walker who wrote (17668)	6/18/1998 1:03:00 AM
From: joe	Respond to of 45548

>>SELL recommendation based on TECHNICALS:<< Ok, I think this site is as phony as a $3 bill. I saw it once or twice, and felt it wasn't worth the effort to respond to. >>http://207.226.179.207/cgi-bin/getbigreport?Ticker=COMS<< Try reading the thread if you want to learn something - and the artcles that are posting here. A lot of people have been posting for a while, and watching COMS for a year or more, and have been holding shares for longer. All you're doing is bringing in old info -- there's nothing new or enlighting about these numbers since lots of us have seen them ad naseum. This information is only a small part to the COMS Puzzle. >>Does anyone with a CPA/MBA concur with the above?<< I don't have a CPA, but for tech stocks, you don't need it (not that it hurts; I'm sure it can help) as you would for analyzing Wal Mart or Chase Manhatten. Just looking at those numbers won't give you any feel for the company. Among many reason, technology changes so damn fast, it leaves those numbers useless. A good example: How does a company measure it's mind-assets? As far as I can tell, financial statements can't pick that up. The best I feel I can do, is to read anything and everything about 3Com, and company in the sector, and anything remotely related to networking and technology. I myself feel like I only know maybe 20% of what I'd like to know, and I've been in the computer field for years, and have done extensive amounts of reading. Another good thing to do, is to get a feel for the 'channel distribution'. How much have products been selling? That's the million $$ question. Not too many know the answer to that one - CPA or not. Nobody will know for sure until next week. Anybody with clues on inventory flows has worthwhile information for a post.

To: Street Walker who wrote (17668)	6/18/1998 1:24:00 AM
From: Mang Cheng	Respond to of 45548

SW, I don't agree with Vector Vest, for coms they say : "P/E (Price to Earnings Ratio): COMS has a P/E ratio of 16.79. This ratio is computed daily based upon Price and EPS. P/E = Price/EPS. GPE (Growth to P/E Ratio): COMS has a GPE of 0.36. This ratio suggests that This ratio suggests that COMS is overvalued. " The 16.79 p/e is right, but coms growth rate of 6% doesn't seems to be right on a go forward basis. The lower growth rate for the last two qtrs were due to inventory adjustment. The future growth rate is still an unknown. I think it's more like 20% in the future. Mang