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 : 3Com Corporation (COMS)
COMS 0.00130-18.8%Nov 7 11:47 AM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Mehrdad Arya who wrote (33014)8/12/1999 1:50:00 PM
From: The Phoenix  Read Replies (1) of 45548
 
Wow!!! Talk about denial. Did you read the same article I posted???

The article wasn't CSCO spin, it was written by CNET and CSCO declined to comment. How can you call this spin???? Here let me help you out with some excerpts..

AT&T, plans to replace its 3Com network equipment with alternative technology
from rival Cisco Systems in some markets, according to the sources.


This is lost business for COMS in, as you put it (and I agree), the emerging broadband market. This is Baaaaaad for COMS. This is one of few areas that COMS could have some success in.... and now they're falling on their sword.


Although the scope of its equipment shortcomings remains unclear, 3Com could potentially lose millions of dollars in
revenue even if they are confined to the San Francisco Bay Area


COMS revenues haven't grown in at least two years. Now this... If revenues decline... well... I would not want to be near this pup. Not too mention the fact that they are on the "outs" with T.

You eluded to other network problems and brought up LU. The LU problem has nothing to do with broadband...that failure was their frame relay network - completely different. CSCO is the leader in cable infrastructure and I've not seen any press regarding a failure there.

In 3Com's defense, sources say, its equipment problems were magnified in Northern California because of unique
networking circumstances. For example, too many people using the high-speed network at the same time
.

Unique circumstances??? What, that the platform doesn't scale? Give - me - a - break...

I'll give this bone...
Given the difficult nature of networking, the issue may stem from incompatibilities with
previous equipment investments in AT&T's cable system. 3Com's product offers more
flexibility for service providers but also is more complex.


However, CSCO brings the compelete solution to the market including the cable head-end and Cisco branded cable modems offered by companies like Sony and Samsung.... COMS is providing pieces which they need to fit into existing infrastructure and they apparently are failing.

Oh wait.... let me correct myself...


3Com's woes may also involve differences between the "back-end" networking
infrastructure employed by US Robotics--a company acquired by 3Com in 1997--and the
modems developed internally at 3Com, sources said.


COMS does have the complete solution... they just failed to complete interoperability testing. What a bunch of clowns.

Like I said... this is not Cisco spin...

A Cisco spokeswoman declined to comment on possible cable network contract talks with AT&T. Sources, however,
said the deal could be disclosed in the next few weeks.


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