Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Moonray who wrote (21611)	9/18/1998 12:30:00 PM
From: David Lawrence	Read Replies (1) \| Respond to of 45548

Moonray, I have no clue. I believe their emphasis has been on continuing their consolidation and cost-cutting. I expect a good report on switch sales, NICS, and increased sell through of modems. I don't know about international sales or currency translation effects, and I'm concerned about systems sales, mostly due to the lack of any fanfare form the PR department. Maybe they're just holding their cards close.

To: Moonray who wrote (21611)	9/18/1998 2:36:00 PM
From: joe	Respond to of 45548

Mr. Moonray, >> How much do you think the world situation has hurt COMS expected earnings this quarter? My finger is getting itchy to buy a few shares.<< After looking at Dave's response and rereading your question, it looks like I didn't answer your question. When I answered it, I was thinking of how the present world situation was affecting the stock price, and how it was affecting the expectation of the earnings figure. Anyways, my guestimate on COMS earnings figure is that the world problems are now starting to get behind us so their affect is becoming less important. I think that Europe and S.America growth is accelerating and it will offset the lost sales to E.Asia. But, it doesn't matter that much for COMS at the moment because the earnings figure is still very low and is mostly influenced by the product transition and adjusting to the merger. These last two things have the most impact on COMS earnings. But, I'm guessing that Europe and S.America will be seen to be coming on stronger than expected and will possibly give confidence to the tech sector in general that earnings aren't as terrible as feared. (JMO based on things I've read) Does this answer your question better? (Shoot me down if you think I'm wrong :-) ) joe