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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: Jerome Wittamer who wrote (31849)6/22/1999 2:02:00 PM
From: Mr.Fun  Read Replies (1) of 45548
 
1. 3Com's biggest advantages in the LAN space are operating efficiency and extensive dealer/reseller network. Technology is good, but not a differentiator.

2. 3Com's LAN expertise is next to useless in the WAN segment. 3Com is a player in the WAN segment with the Total Control remote access products, which have a strong customer base. However, this business unit is underscale and it is going to be increasingly difficult to compete with LU, NT and CSCO.

3. IMHO the border line between LAN and WAN is growing more distinct.
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