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

To: Josh Carroll who wrote (27159)	1/20/1999 6:52:00 PM
From: joe	Respond to of 45548

>>"long term we will converge on 15% profits." Does he mean margin?<< It was clear as a bell to me he was talking about margins. Margin, margin, margins. That's what the friggin' analysts have drilled him to say, 'cause they want to hear it. They want to hear a well-oiled machine from COMS. They know that the USRX merger will be a success when they can duplicate margins quarter after quarter. The 15% was low balled, IMO. Good, so analysts don't think he's lying. Analysts don't care about inspirational technology talk. They want to see the numbers. COMS is not an Internut stock to be hyped up. I want the guy to sound like a machine so that a year from now, when he says profits will be xyz, everybody will know it will be so just like clockwork as does, CSCO, MSFT, and INTC (until last year). That's how the great companies do it. They don't BS you. They just are consistent as hell, and let the numbers talk for themselves. It's part of managing investor expectations. joe