3Com Corporation (COMS) Message Board

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Technology Stocks : 3Com Corporation (COMS)

COMS 0.00170

0.0%

Feb 6 9:30 AM EST

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To: Mehrdad Arya who wrote (34470)	9/23/1999 1:00:00 PM
From: The Phoenix	Read Replies (1) of 45548

Congratulations. I'm happy for you. Mehrdad... Do you think the cablemodem business model is different than V.90??? The margins are in the head-ends. If you'd look you might find an interesting little gem in there...one that you could use to bolster your position. ;-) Hint: Stop focusing on COMS's/PALM's ability to succeed in selling consumer widgets. These are low margin businesses with little barrier to entry. Furthermore companies like SOny, Panasonic, JVC, will take over that space going forward...it's not a good business model. Rather look at how COMS can succeed in the infrastruture... I think this is where COMS is looking to go...and as I said, there is some nacent growth that can be pointed to if you go look for it. OG

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