SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : 3Com Corporation (COMS) -- Ignore unavailable to you. Want to Upgrade?


To: Mike Denman who wrote (28355)3/1/1999 8:27:00 PM
From: hitesh puri  Read Replies (2) | Respond to of 45548
 
A very warm welcome to you too. On a different note, I unfortunately was out of the country in Sept 98 when 3Com had their annual share holder meeting. Rest assured I will not miss it this time and its held only 3 miles from my workplace. Attending the Ascend shareholder meeting was very fruitful but cant say the same here. However I intend to make it painful for 3Com management by asking some direct questions and expecting direct replies. Especially regarding these secretive shortfall updates to analysts.

Expect some more modem and NIC press releases as thats all this loser company makes. Joe ? Where are you ?

-hitesh



To: Mike Denman who wrote (28355)3/2/1999 8:40:00 AM
From: Edwarda  Respond to of 45548
 
Hi, Mike. Just to add to your happiness, I continue to hear that there is even more promotional activity than usual near the end of a quarter. It's beginning to look as though the quarter will be closer to 30 cents than 35 cents, unless they stuff the channel--which will cause problems for the fiscal fourth quarter if they do it.

The stock seems to be discounting earnings at the low end of the range and paying no attention to the longer term new product outlook. Still I'd stay braced for more lousy performance until the mid-March earnings release.