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

To: SC who wrote (18560)	7/1/1998 8:10:00 PM
From: joe	Read Replies (6) \| Respond to of 45548

>>Packard Bell suffered from a continuing consumer perception that it lagged the competition in quality and service.<< I don't think that 3Com has any problems with perceptions of quality and service. The problem (IMO) is that ANALysts want to see 56K modem sales NOW. They also wonder if the 56K market will lose out to xDSL and Cable modems. That's another reason they want to see x2 56K Modem $$ in the hand NOW. AND because of the possibility of the 56K modem being short-lived (in their non-tech minds), they want to see 3Com's product transition translated into $$. (The beginnings of this is possibly what was most attractive to ANALysts - IMO) That's the message I'm getting from the ANALyst. Maybe we can't blame them???