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


To: Doug who wrote (29061)3/18/1999 3:17:00 PM
From: John Liu  Read Replies (2) | Respond to of 45548
 
Anybody have any thoughts on what this statement means to 3COMS future plans, earnings,....


Today, 3Com's electronic business-to-business transactions are responsible for 30 percent of its total revenue, or approximately $2 billion. By the end of calendar year 1999, as a result of the completion of a global, real-time, web-based infrastructure, 3Com's channel partners, end user customers, suppliers and employees will have instant, direct access to the online, real-time information they need to conduct business with 3Com anywhere in the world.

In addition to offering expanded capabilities for enabling customers to purchase products online, this new system will also provide up-to-the-minute information on product availability and delivery, order management, distribution, logistics and shipping schedules. 3Com projects that 80 percent of its total revenue will be derived from business-to-business transactions by the end of calendar year 1999.


Seems a pretty big jump from 30% to 80% of total revenue.

Sincerely,

John



To: Doug who wrote (29061)3/18/1999 6:31:00 PM
From: Doug  Read Replies (1) | Respond to of 45548
 
Anyone: COMS NIC/Modem business is 35% revenue growing at 5% at most. The remainder 65% is claimed to grow at 15%.

Based on this growth what should the P/E be. ? Also what is the historical range of the low and high P/E for COM.

Thanks.