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

To: ed who wrote (28964)	3/16/1999 10:57:00 AM
From: Doug	Read Replies (1) \| Respond to of 45548

ed: Your analysis was interesting except that you did not correlate P/E and growth. COMS's had a higher P/E prior fall because it was perceived to have a higher growth. When the rev/earnings growth failed to show up, the P/E dropped. The questions I have concerns forward growth. Traditionally without a technology monopoly, margins in the Consumer sector are continously eroded due to competition. What are the pointers if any, that show COMS can expand growth whilst maintaining/increasing margins. Many Brokerage houses are not that sure. Thanks.