Mehrdad,
Some thoughts:
>>1> By insinuating that the company is losing market share in every aspect of their business.<<
How about quoting people instead of putting words in their mouth? Most of the independent reports I've seen over the past year DO show 3COM shares slipping, even in segments where they retain leadership.
>>2> By insinuating that the IBM transaction was of no benefit to the company.<<
Why would such an insinuation be unfair, given that other recent "strategic moves" trumpeted through press releases have failed or been cancelled as well? Case in point, the Siemens joint-venture (don't respond with "they still work together"...I know they do...it's the JV that fell apart despite being hyped...also, they hyped network storage and dropped that also, all within the last year).
You've gotta fight this one with facts. If you can specify (and even better, take a shot at quantifying) how cross-licensing patents will add to the bottom line, then be my guest. (Note I'm not saying they're useless, I just think that if you're going to parrot press releases then you're not really adding to the debate...you're just...let me think up some words...ahem...confirming your penchant for truculent loquacity :).
>>3> By misinforming everyone that the company is in 3rd. or 4th. position in Broadband, when in reality they are number one. Broadband is ISDN modems, Cable and DSL.<<
What's COMS's market share in ISDN? Cable? DSL? Tell us what YOU know, what facts you have. Do YOU consider ISDN broadband? Why?
FTR, The Captain claims to be LONG COMS, so I don't see where he is "losing." Also I was long, and bought even more after the Palm announcement - lest you accuse me of having sinister and ulterior motives which involve bringing down the company.
I'm just in favor of enlightened debate, rather than name calling. And no, enlightened doesn't mean verbose, or pompous. It's driven by facts - and where we lack them, carefully considered, informed opinion.
Andre |
