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

To: matt fahy who wrote (24060)	11/4/1998 11:53:00 PM
From: joe	Respond to of 45548

>>Since alot of times revenues are booked in the last few weeks of the quarter I don't think 3Com can give an accurate prediction to analyst before that, unless it is very obviousand very large variance.<< With COMS new state of the art inventory tracking system, they should have a very good idea during the quarter, and immediately after the quarter. They don't keep very much inventory at all now, and Analysts can tell easily what the status is. Being you're a CFO, you should look into their inventory tracking system and see if you can glean some special insights about their working. I wonder if they can tell almost up to the minute what the inventory and sales are. I still wonder when a sale is marked and how much room companies have to juggle this.