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

To: Druggist who wrote (18023)	6/23/1998 8:57:00 PM
From: joe	Respond to of 45548

Druggist, Scrapps, and David are next door<g>. >> Any clues or thoughts as to the near future ???<< I'll take a crack at this. It's hard to summarize all that we've all talked about and posted before, ... all the various details. For me, the best way I see it, is that the products, expertise, strategy, future vision are all very good. COMS problems is more to do with their execution. This is along the same thoughts as CRAWFORD when he thinks that management is the big problem. I'm not as cynical as he is about intentions/capabilities of the management, but clearly, they have to show that they are executing. It doesn't have to be anything outstanding, just a decent start. They still have a lot of work to do to put their long-term plan into action which just cannot be done as quickly as some people might want it to happen. I'm counting on Eric B.'s word, that things will look good. I think he knows they're under pressure to produce, since he's more or less said they will do so in the last few weeks. In December when he admitted having to rebuild the channel and admitting that the company was out of control, we could understand earnings reports of .04c without preannouncements. This time, he's under pressure to get much closer to estimates, or he better have a d*mn good reason. He's made verbal comments to this effect. COMS should be able to put something together that looks good, since they've had time to reinvent their books in a way. So, that's why everybody will be listening to the cc, to make sure the future looks good and not the books. Nobody expects perfection, just progress, honesty, some visibility and some straight talk.