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

To: Lost in New York who wrote (19736)	7/27/1998 12:09:00 PM
From: Finder	Read Replies (1) \| Respond to of 45548

Once again we are seeing big volume. People will use any excuse to run from this stock. This stock is amazingly consistent. Down when the market is down, Down when the market is up. Has been on a steady downward trajectory since earnings. Institutions must have used that run up and upgrades as a last best chance to get out before the stock heads for 20.

To: Lost in New York who wrote (19736)	7/28/1998 8:00:00 PM
From: Mang Cheng	Respond to of 45548

David, good article - re:infoworld's article It confirms my estimation that NIC is 20% of coms business and Modem is 20% of coms business. "Benhamou: If you were to take the NIC business itself, it's probably about 15 percent to 20 percent of [3Com's business]. I would say that in the entire market for NICs, about 10 percent is in the form of chips that go on motherboards." If you believe in Eric's BS here, it may even be as little as 15% for nic and modem respectively. That is due to for client-access, we have the following products : modem (around $250 million per qtr) nic (around $250 million per qtr) server nic PC card modem/nic palm pilot (my estimates is around $75 million per qtr) isdn modem adsl modem cable modem video conferencing point of sale (this one I'm not sure is enterprise or client-access) home networking kit Mang