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2009/09/26 09:05:54瀏覽310|回應0|推薦0 | |
According to Cramer, 3Com has a lot going for it. Many data centers have put upgrades on hold this past year, a sign of pent-up demand for new equipment. There's also an increased need for bandwidth, said Cramer, as more people go mobile and watch video online. 3Com is a trade-down play, said Cramer, as many of the company's products are less expensive than their Cisco counterparts. 3Com is also expanding in China and is taking share away from Cisco in the process. The company has a great balance sheet, with $677 million in cash and only $200 million in debt, said Cramer. 3Com is also under covered by Wall Street, leaving lots of room for upgrades. Cramer said after years and years of disappointment, 3Com is once again attractive. -- http://www.thestreet.com/thestreet-picks/mad-money-recap/index.html Cramer's 'Mad Money' Recap: Next Week's Game Plan (Final) |
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