SI
SI
discoversearch

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 : USRX
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Tim Luke who wrote (14302)3/1/1997 7:12:00 PM
From: Gary J Greenfield   of 18024
 
To All:

IMHO it is possible that 3Com is near or at a bottom.

I have gone through almost all the analysts work and the company's conferences when COMS announced the earnings shortfall.

Apparently INTC's aggressive price cuts are not aimed at dominating the adapter card market but more for their own reasons. INTC is attempting to simply force the technology curve to the next generation of adapter cards(similar to discounting 486 chips in order to sell more and move everyone to pentium chips). If the community moves to the next generation adapter cards at a quicker pace COMS will make $$ through higher margin product and INTC makes money by the increased processor needs of these products.

I also believe that INTC has been in and out of the adapter market before and generally 3Com is considered to have a better product.

Feel free to comment.

GG
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News