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

To: Edwarda who wrote (27593)	2/4/1999 11:40:00 AM
From: joe	Respond to of 45548

Edwarda, thanks for the clarification. Good to get some intelligent info for a change. Seems to me though, that even with poor visibility being a problem, this was a well known factor. I also wonder how the analyst is doing his check of the channel. Seems sort of an anecdotal way of checking. The difference in opinions on the checks would seem to vary, unless they have a very sure-proof way of checking. We already have a few reiterations of previous estimates, and I would think these analyst have spent the last day or so checking their channel contacts like crazy. Still, it would seem the channel checks would have to indicate very bad results, since it is assumed that checks at this time would be somewhat slower. AND ALSO, tech sales in general have been very good. Capital spending on hi-tech is increasing, not decreasing. The larger macro scene, to me, indicates that there is MORE spending on NETWORKING than before. Networking equipment is A MUST in all businesses now. A business can not be successfull without constant upgrading of its system. I see this everywhere. Even with the Y2K problem, I doubt networking equipment usage will slow down. NETWORKING is too embedded in the productivity of the business world. AND, it is too big a factor now in the consumer home usage of the internet. A major slowdown in INTERNET products seems somewhat inconceivable to me given how much the INTERNET has grown even in the last few months.