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

To: hitesh puri who wrote (18036)6/23/1998 10:52:00 PM
From: joe  Respond to of 45548
 


Hitesh,

>>But 3Com did not exploit when it should have with their strengths. They frittered away the focus and Wall Street is now so emanmoured by Cisco, and rightly so, that it will take a gargantuan effort to sway that.<<

I think that COMS has to adapt at being profitable with lower
margins. This will take away the the Cisco advantage. This
will be the equivalent of the gargantuan effort. I think
COMS can be very profitable with around a 15% profit margin,
which could move up somewhat.

But, even you seem to think it will happen (see below):-),
if not by COMS, then by somebody else...

"All the looming competition,...and uncertainty ahead of Cisco..."

joe



To: hitesh puri who wrote (18036)6/23/1998 11:05:00 PM
From: Captain Jack  Respond to of 45548
 
hitesh--- A person can make a ton of $$$ on a terrible company and lose their butt on a great one. There are many aspects required of any company to make the stock appreciate, especially a tech with the constant changes. As to some of those you mention they are way OVERVALUED at this point as CPQ and COMS are way under valued at this level.... WEd I short Yahoo----


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