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

To: Tim McGee who wrote (24400)	11/12/1998 1:23:00 AM
From: joe	Respond to of 45548

Tim, Ok, I'll whip up another one soon. (thanks for explanation on home ethernet PR) Take a look at this and see if you can squeeze any thing we don't already know out of it. I'm noticing the date is the same as when COMS started going down on Monday (Nov 9). I'm wondering (if anything) what in here may have caused some hesitation in Analysts mind to hold back. -joe October 9, 1998 3COM CORP (COMS) Quarterly Report (SEC form 10-Q) Management's Discussion and Analysis of Financial Condition and Results of Operations sec.yahoo.com

To: Tim McGee who wrote (24400)	11/12/1998 1:52:00 AM
From: joe	Read Replies (2) \| Respond to of 45548

Tim, Here's possibly the excerpt that Analysts would get hemorroids over: Pricing and Competition. The pricing environment has been very competitive. For example, during the first quarter of fiscal 1999,the Company decreased prices on certain 56 kilobits per second (Kbps) modems in North America retail by approximately 20 percent. More recently, Intel Corporation reduced prices up to 49 percent on a range of its low-end hubs and switches. Look, a new name for Palm Pilot type equipment: For example, Microsoft Corporation and its licensees recently entered the connected organizer market to compete with the Palm Computing (registered trademark) platform, the Company's fastest growing product category. Isn't this a rather high level of cash compared to Market Cap? Cash and equivalents and short-term investments at August 28, 1998 were $1.2 billion, an increase of $161.0 million from May 31, 1998. joe