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

To: joe who wrote (18567)7/2/1998 12:39:00 AM
From: Mang Cheng  Read Replies (2) | Respond to of 45548
 
<a big part of 3Com. Modems are 30-40% of revenues for the moment.>

Joe, it must be a long day for you. My estimation is that modem is less than 25% of sales. The reasons follow :

Client access is 51% of sales for 704 millions.

I think client access consist of the following type of products (all % are purely my wild guesstimates) :

1. Palm Pilot (10%) = 70 millions
2. ISDN modems (5%) = 35 millions
3. Video Conference (4%) = 28 millions
4. ADSL products (2%) = 14 millions
5. Conventional modems = 270 millions
6. NIC = 270 millions

Therefore Modems should constitutes about 20% of coms' sales at this point in time. As diversification continues, the % of modem sales should drop as time goes by. Diversification is in terms of cable modems, xDSL modems, Palm Pilots ....

Mang



To: joe who wrote (18567)7/2/1998 2:03:00 AM
From: blankmind  Read Replies (1) | Respond to of 45548
 
not to pile on.....

but since coms sells their modems at a premium, we should assume some profit is made off these modems and coms is not merely severely inefficient at producing modems.


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