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


To: Steve Porter who wrote (22945)10/20/1998 9:26:00 AM
From: matt fahy  Read Replies (2) | Respond to of 45548
 
Steve,

Nice reality check there, thanks for the update.

I don't think we will get any support from ASND today since it is showing a gap down 4 points, unless it is perceived that it is due to COMS taking business away.

Matt



To: Steve Porter who wrote (22945)10/20/1998 10:17:00 AM
From: joe  Read Replies (3) | Respond to of 45548
 


Steve,

>>There is so much demand for 3com cards from the OEM market that after OEM orders are filled, there is nothing left over for retailers. (btw. my distrib is Ingram Micro, the biggest we have in Canada).<<

I wonder if this is a way to control price?

I think I was browsing through AOL board, and there was
a post saying that manufacturing facilities need to be running
26 hours a day to crank out what they need.

Anybody have any way of checking this?

(You never know what to believe on AOL :-) )

joe

PS :

***Let start getting you' all's estimates for
the com.com.com last call estimate. Might as well
start early. I know I'm already bumping mine up
2-3 cents above First Calls.