Roger's 1997 Short Picks Message Board

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Strategies & Market Trends : Roger's 1997 Short Picks

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To: Pancho Villa who wrote (7351)	11/20/1997 7:02:00 PM
From: craig crawford	Read Replies (1) of 9285

It is becoming apparent that competition is growing fierce in the remote access market and prices are dropping fast. It is also becoming apparent that INTC is once-again becoming aggressive with adapter card pricing. Here is an article that raises concerns for me about COMS ability to face growing competition in the fast-ethernet switching market as well. Intel eases Ethernet migration news.com November 17, 1997, 10:40 a.m. PT Intel (INTC) has rolled out a new advanced switching device for small groups of connected workers that can ease the migration to new Ethernet technology... ...The introduction is the latest move from Intel's networking division to enter the market for small- and medium-size businesses now dominated by the likes of 3Com and Bay Networks. Both those companies have similar boxes on the market. We'll see how long COMS can fight of INTC on this front...

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