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

To: ed who wrote (29395)4/3/1999 1:25:00 AM
From: jach  Read Replies (2) | Respond to of 45548
 
COMS is a big big bargain now. Comapring to CSCO one can see why, CSCO mkt cap is 170B$, COMS mkt cap is about 9B$. CSCO revenue is around 10B$, COMS revenue is around 6B$. CSCO earnings per share estimate for next yr is a little better than COMS. BUT, CSCO mkt valuation is about 20 times of COMS. Either CSCO is way overpriced or COMS is way undervalued. Looks like naive weak-hands investors and no-clue MMs are selling it. COMS price if given CSCO mkt cap ratio adjusted for revenue and earnings should be 220$ (90B mkt valuation).



To: ed who wrote (29395)4/3/1999 9:41:00 AM
From: Colin Thorpe  Read Replies (1) | Respond to of 45548
 
It was my understanding that of the 300 million shares outstanding, the company was announcing to buy back 10 million. Do I have my numbers wrong? Don't see how that would cause it to rocket? Holding long and thinking about buying some more to average down, but sure don't want to chase COMS down a slippery slope. Any clarification greatly appreciated. CT


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