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


To: Peter Zuccaro who wrote (27757)2/6/1999 9:02:00 PM
From: bgg  Respond to of 45548
 
Peter -- Think I posted on this earlier --

CSCO announced strong earnings and commented on strong performance in small-to-medium market .. an area where 3Com is No. 1. Street assumes that CSCO is taking share from COMS.

Worries about LAN switching prices and COMS' current quarter. NIC and modem prices are also under pressure. Expectation for flat quarter (sequentially) in an industry where players like CSCO set the standard with 10%+ seq. growth and 40% annual growth.