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

To: Moonray who wrote (29121)	3/22/1999 3:30:00 PM
From: Scrapps	Read Replies (2) \| Respond to of 45548

Siemens Broadband Chipset Enables Highly Integrated DSL-Lite Line Card SAN JOSE, Calif.--(BUSINESS WIRE)--March 22, 1999--Siemens Microelectonics Inc. (Infineon Technologies Inc. as of April 1), a leading supplier in semiconductors for communication equipment, has unveiled a new splitterless voice/DSL-Lite central office chip set, B-MuSLIC (Multi-channel Subscriber Line Interface Concept). The chip set uses DSL-Lite technology from Aware (Nasdaq: AWRE - news) and is at the heart of a broadband DSL-Lite line card presented by Siemens Information and Communication Networks (ICN), one of the worldwide leading manufacturers of Central Office equipment. The new chip set was demonstrated at CeBit '99 in Hanover, Germany. The rest of the article is here: biz.yahoo.com

To: Moonray who wrote (29121)	3/22/1999 6:59:00 PM
From: Mang Cheng	Respond to of 45548

"3Com's 3Q Net Seen In Line With View; Eyes On Inventories" Dow Jones Newswires -- March 22, 1999 By Nancy Beiles NEW YORK (Dow Jones)--When 3Com Corp. (COMS) reports its fiscal third-quarter earnings Tuesday, company observers will be paying closer attention to its overall balance sheet than to its bottom line. In particular, analysts will be watching for any evidence of inventory build-up or other signs of weakness in parts of the company's business. Inventory levels and other balance-sheet items will take the spotlight this quarter because 3Com already preannounced its earnings, and analysts are not expecting the actual results to veer from the forecast. "I don't think that's likely to be an issue," said Nutmeg Securities analyst Andy Schopick. The networking company warned earlier this month that its earnings for the three months ended Feb. 26 would be 23 cents a share on sales of $1.4 billion - far lower than the 36 cents analysts had previously been expecting - because of an "unexpected slowdown" in sales to businesses in the U.S. and Latin America. Wall Street observers will pore over the balance sheet, looking for indications of the severity of the issues 3Com cited when it preannounced and whether they will persist in future quarters. "The big thing on my mind is, have (these problems) continued?" said analyst Mike Cristinziano of Gerard Klauer Mattison & Co. Schopick does not expect the drags on 3Com will turn out to be a single-quarter problem. Many company watchers were quick to herald a turnaround after the second quarter, when the company topped Wall Street's earnings forecasts, he noted. But those rosy views darkened with the third-quarter warning. The core of 3Com's troubles may go beyond a slowdown in particular regions. The company has four distinct business segments - the Palm Pilot, modem, network-access card and systems-equipment businesses. Analysts have long cautioned that 3Com is courting two very different markets because Palm Pilot and modems are consumer businesses, while network access and systems equipment are geared toward businesses. That means the company is vulnerable to any problems that arise in either arena. Right now the biggest threat to 3Com's recovery could come from its consumer business if, as personal computer makers suggest, demand for personal computers slows down. Some even suggest the company should sell or spin off its consumer businesses so it can focus on its core systems and networking business. "3Com might have to seriously consider some restructuring of its business," Schopick said. "Possibly splitting is consumer business from its networking business might help to reposition 3Com." Cristinziano noted that many observers believe the company would be worth more if it some of its business segments were separated. But such a restructuring is probably some time off, if it happens at all, Schopick said. "I don't think then company's going to do that now." - Nancy Beiles; 201-938-5267