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

To: Doug who wrote (29732)4/16/1999 1:55:00 PM
From: Racso  Respond to of 45548
 
To all: the attached WSJ article strongly suggests that FORE is a
takeover candidate:
interactive.wsj.com
The question is, is FORE a more attractive acquisition target than COMS? You can make your own conclusions:
Current P/E: FORE 56X vs COMS 19.3
Price/Book: FORE 4.9X vs COMS 2.5
Price/Sales: FORE 4.8X vs COMS 1.3X



To: Doug who wrote (29732)4/19/1999 4:28:00 AM
From: Tim McGee  Read Replies (1) | Respond to of 45548
 
I just don't think there are significant numbers of investors willing to give 3Com the time to do this. COMS mgmt has re-formulated its strategies too many times with too many different excuses as to why it hasn't panned out.

Moonray: Excellent clip on Convergent voice/data markets. COMS needs to focus on its strengths and project a new Image distinct from
the Modem/NIC Image it now has.


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