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


To: Robohogs who wrote (23952)11/3/1998 3:50:00 PM
From: joe  Read Replies (1) | Respond to of 45548
 


>>Merrill just cited the fact that another broker is out citing that Delloro (SP?) is going to say that COMS lost market share in the NIC fast ethernet sector.<<

I wouldn't trust those guys as far as I can spit. Let's just
see the revenues at the end of the quarter. Mentioning
INTC with COMS in the same sentence, totally invalidates
any type of hypothesis they propose. Worthless study.

>> Mgmt says quarter is very strong driven by Palm Pilot..<<

Oh, the cute/magic Palm Pilot will fix all. Sheesh, COMS is
100x more than just NICs and Palm Pilots. Merrill guys are
just playing games.



To: Robohogs who wrote (23952)11/3/1998 4:30:00 PM
From: chenys  Respond to of 45548
 
Jonathan: Thanks for the report, it is good to be informed of what is really going on. Please don't be discouraged by any different opinion, these are only healthy discussions colored with some human flavor. -q