3Com Corporation (COMS) Message Board

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Technology Stocks : 3Com Corporation (COMS)

COMS 0.00130

-18.8%

Nov 7 11:47 AM EST

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To: The BayWatcher who wrote (17741)	6/18/1998 10:01:00 PM
From: Igor	Read Replies (1) of 45548

>>And Sagawa noted that 3Com's modem and adapter card businesses would not be very attractive to a telecommunications equipment supplier since they are commodity-like, low-margins operations.<< Wrong! Part of the game in Telecomm. business is to provide capability for end to end control of data. Modems, NIC's, GSM/PCS phones, are popular edge devices for sending/receiving data to/from networks.

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