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


To: Factfinder who wrote (27658)2/4/1999 11:24:00 PM
From: joe  Read Replies (1) | Respond to of 45548
 


>>Isn't this end of product life cycle pricing reduction to clear inventories for the new and latest model.<<

Could be that also. But they just need to make sure they
get a lot of sales this month.

Also, this time of the year, is typically the pricing reduction
period for the new generation of products. I've noticed some
mention of this as to the way COMS deals with INTC. It's now
standard that COMS will constantly be cutting their prices
in line with others and more aggressively. They are a much
better company for doing this than CSCO, INTC, CPQ, etc....

Price wars in certain areas are COMS bread and butter, and
will start surprised the public more on this issue.

IMO, the bigger question is whether there is a slow down in
network product demand. I think this ebbs and flows, but generally the INTERNET is getting to darn big for slowdowns to be happening.