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

To: MskiHntr who wrote (24481)11/13/1998 9:27:00 AM
From: MskiHntr  Read Replies (1) | Respond to of 45548
 
Cr Suisse FBC comments this AM ...met w/mgmt yesterday. Co. is not changing near or long term guidance, they feel good about end mkt demand, product cycles are stong and opportunity for margin improvement is still very good. Several new mkts will contribute to 3com's revenue stream in 99 but the 3 with the most impact will be ...voice over IP, wireless capabilities and cable modem. Curr. qtr is on plan top line growth is expected at 30% favorable gross margin impact due to product mix and controlled operating expenses.

12 mo. PX target $40. Ranked Strong Buy.

Best, Joe



To: MskiHntr who wrote (24481)11/13/1998 9:32:00 AM
From: MskiHntr  Read Replies (1) | Respond to of 45548
 
Pru comments this am...Demand is healthy, qtr appears on track, issues remain.

efforts in OEM modems paused by DELL award to ActionTec

no evidence COMS is losing share to CSCO at low end, but losing some mindshare among resellers.

Ranking Accumulate 12 mo PX target $42.

Best, Joe


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