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

To: Cragganmore who wrote (24380)11/11/1998 2:20:00 PM
From: matt fahy  Respond to of 45548
 
>>I don't think it is fair to do an EPS / stock price comparison. ASND's mkt cap is 9.88 B, with 197 M shares outstanding and COMS has a 12 B mkt cap with 358 M shares outstanding. <<

Why not? EPS already takes into account shares outstanding and the overall market cap is fairly comparable. The piece that is missing, IMO, is the projected EPS growth rate for the 2 companies and I believe WS has a higher growth rate on ASND, although I could be wrong and so could they.



To: Cragganmore who wrote (24380)11/11/1998 2:31:00 PM
From: sam  Read Replies (1) | Respond to of 45548
 
Also, ASND is generally in higher margin areas of networking (as is CSCO). Being so prominent in the modem business works against COMS (i.e. the "commodity business" talk we so often hear), even though they are developing quite a franchise in that area.


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