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


To: John F. Dowd who wrote (22596)10/8/1998 9:07:00 PM
From: Mang Cheng  Respond to of 45548
 
Dear John,

Csco at around $45 is extremely fair value. It has very reliable revenue and earning growth and it's net profit margin is over 20%.

But right now cisco is entering its profit warning period so got to be a bit more careful.

coms has a lower downside risk but at the same time less upside potential at this time.

Mang