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


To: gfr fan who wrote (30214)4/26/1999 7:44:00 PM
From: Dushyant Narayen  Read Replies (1) | Respond to of 45548
 

Bottom line to your rebuttal - these guys are in business
to enhance shareholder value. Since Jan 1997, when 3Com
peaked, its stock has dropped from approx 80 to 26 - in the
same period Cisco has more than quadrupled.

You can sugar coat this any way you like but this performance
speaks (and in 3 Com's case barks) louder than anything else.

<<< Rebuttal: gross margins are high 40's and climbing, inventories are decreasing,
inventory turns are increasing, $1.7BB in the bank and estimated $750M in free cash
flow this year. Not what I would call a dog. >>>