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

To: hitesh puri who wrote (18842)	7/8/1998 1:15:00 PM
From: joe	Read Replies (1) \| Respond to of 45548

I agree that WS does believe COMS is focused now after last earnigs report...but they think COMS profits are "in the future", as in another couple of quarters away. Short term, they think that COMS is floating just above water. Long term, I think WS thinks that it can be very profitable...maybe not quite like CSCO, but still good solid margins. So, I'm not so sure COMS is viewed as a 'low profit/commodity' company for the farther future. One thing I think may happen that is interesting... Since earnings are going to be lower on lots of companies, and possibly even next quarter or so (due to EASIA problem)....it could be that COMS comes out a consistent profit maker, albeit not large profit growth, but consistent...they stated that EASIA is not a problem for them. This may turn out to be very attractive compared to a lot of companies that continue to show EASIA problems, and possibly more so in the next 6 - 9 months. joe