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Technology Stocks : 3Com Corporation (COMS)
COMS 0.001600.0%Jan 16 9:30 AM EST

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To: Shroder Wertheim (Hijacked) who wrote (32734)8/2/1999 11:00:00 AM
From: The Phoenix  Read Replies (1) of 45548
 
All excellent points. But one problem.

1. Microsoft wants NT everywhere (CE is a derivative of NT)
2. Microsoft knows the limitations of CE
3. Microsoft knows that they have to fix these problems to succeed
4. Microsoft will fix these problems.
5. When they do I would not want to be COMS
6. Why would a company buy COMS for PALM knowing they are running headlong into competition with a company that has three times more CASH than COMS has revenues! Microsoft can buy there way into this market as they are currently doing in the service provider space.

Lesson: Do not, under any circumstances, underestimate Gate's will to win.

OG
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