3Com Corporation (COMS) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : 3Com Corporation (COMS)

COMS 0.00130

-18.8%

Nov 7 11:47 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Mang Cheng who wrote (20312)	8/8/1998 2:22:00 PM
From: Joe S Pack	of 45548

Mang and the thread, Thanks for the report. The last paragraph is very interesting. Now they come to a world where reliability is their bread and butter. In order for CSCO to compete head on with LU and NT they have to increase the reliability. But equipment reliablity is not the entire picture though. Based on couple of incidents in our company we are sure that CSCO has to go a long way. One time CSCO's router completely blocked all pockets as opposed to their promised partial pruning load balancing algorithm. Another incident is entirely different scenario. So Chambers view on competition will be main hurdle that can add some reality check to higher expectations. But CSCO is the leader and people trust a leader than all other dogs. I am long on this puppy and added some more last week before it showed improvement on Thursday and Friday. My target is to see 50 before Jan 00. -Karun

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next