3Com Corporation (COMS)

All Comments on COMS

  • commenter
    User 144216
    Jun 25 06:39 PM
    Wall Street Breakfast: Must-Know News [view article]
    Market Currents is great. It may take some time for people to get used to it, though. Reply
  • commenter
    Socialism
    cannot
    compete!
    Jun 25 02:09 PM
    Wall Street Breakfast: Must-Know News [view article]
    GS really doesn't get BA. Sure, airlines are hurting. Yes, some orders will get cancelled. But let me ask...how many years worth of backlog are there? Yeah, several, worth ~10 times BA's market cap! And a big reason many of those orders exist is because the newer planes are more fuel-efficient...*help... the airlines deal with high fuel costs. Yet GS cites that high fuel cost as a source of hurt for BA. The reality is, high fuel costs for airlines are a moot point - these effects cancel each other to some degree. Furthermore, given the multi-year backlog, it is likely that fuel costs will have either moderated again, or that the overall economic situation will change in some way that diminishes the effect of high oil prices. Those lost orders could easily be renewed two years down the road, before they were originally scheduled for delivery anyway!

    Furthermore...aside from all the talk of lost orders and high fuel costs, GS is downgrading BA right at the time when BA is *finally* starting to meet milestones on the 787...if anything, BA is finally building momentum on that project, and apart from macro-economic worries, BA would be seen as having bottomed.

    In short, I think there's a better than 50% chance that GS has muffed this one big time! The dollar may soon begin strengthening; we may soon see offshore drilling limits lifted...both causing lower oil prices; and BA is building momentum. Note that they beat last quarter, also amidst record high oil, and during a period where it seemed like the 787 project was announcing a new delay every month. Their existing production deliveries were being made more efficiently than expected, showing the company is thriving despite the 787 delays, and despite high oil.

    I am long BA.
     Reply
  • commenter
    User 109922
    Jun 25 11:37 AM
    Wall Street Breakfast: Must-Know News [view article]
    sure like Under the Radar News Reply
  • commenter
    Right in
    San
    Francisco
    Jun 25 11:29 AM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    One more vote for "Under the Radar". Have checked Market Currents, but it is too much. What I most appreciate on both of your columns is your ability to select those items that seem to fit into a pattern - although I would be hard pressed to identify what that pattern is. Reply
  • commenter
    BillF
    Jun 25 11:03 AM
    Wall Street Breakfast: Must-Know News [view article]
    Somehow I missed a couple of issues. Really missed them. :-) Reply
  • commenter
    SA Editor
    Eli Hoffmann
    Jun 25 10:47 AM
    Wall Street Breakfast: Must-Know News [view article]
    Thanks for your comments guys. I'm interested in your feedback.

    My thoughts were that our new Market Currents (archive page: seekingalpha.com/marke...) is like Under The Radar on steroids. Have you seen it?     Reply
  • commenter
    Reader 1
    Jun 25 10:10 AM
    Wall Street Breakfast: Must-Know News [view article]
    I love WS breakfast! Thank You Eli. Can't wait for the return
    of "UNDER THE RADAR NEWS".     Reply
  • commenter
    RiverCat
    Jun 25 10:07 AM
    Wall Street Breakfast: Must-Know News [view article]
    4th vote - Under the Radar Reply
  • commenter
    Mazel Tov
    Jun 25 09:59 AM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    Mazel Tov to that!!! Under the Radar baby!!! Give it to us Rabbi Hoffmann Reply
  • commenter
    PCScipio
    Jun 25 09:50 AM
    Wall Street Breakfast: Must-Know News [view article]
    A third vote. Reply
  • commenter
    jlounsbury59
    Jun 25 09:21 AM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    Another vote for "Under the Radar News". Reply
  • commenter
    TheSnail
    Jun 25 09:17 AM
    Wall Street Breakfast: Must-Know News [view article]
    We want a return of "Under the Radar News"!!!!!

    Please Eli!!!     Reply
  • commenter
    borisb
    Jun 19 10:18 PM
    Cisco and Competition [view article]
    very insightful comments lately regarding Juniper Networks. Reply
  • commenter
    Christopher
    Smith
    May 15 08:52 PM
    Cisco and Competition [view article]
    Nah, not Microsoft v. Corel--Cisco actually has the much better products in this case.

    Even though I currently recommend Cisco products (and am long CSCO), I'm definitely keeping my eye on Vyatta.     Reply
  • commenter
    Joe
    Panettieri
    May 08 04:13 PM
    My Website
    Cisco and Competition [view article]
    Cisco vs. 3Com is like Microsoft vs. Corel. Reply
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