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Technology Stocks : 3Com Corporation (COMS)
COMS 0.001300.0%Nov 7 11:47 AM EST

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To: The Phoenix who wrote (36754)12/2/1999 1:39:00 PM
From: Mehrdad Arya  Read Replies (2) of 45548
 
Gary, Coms has never really competed on a major level in the router market, so their position as 4th, 10th or 100th is of no import. The BOD has continually emphasized that in the past they have left the router market to Cisco. This should have little or no effect on 3Com's earnings, which I predict to be stellar. Why don't we ask ourselves what % of 3Com's revenues are generated from ROUTERS, this will answer and enlighten the members of this thread as to the ramifications of this statistic from the Cahner's In-Stat Group.

Since my last post 3Com has registered another 12 patents pertaining to the emerging markets.

Between 98-99
Patents Registered


3Com 100
Csco 75

Cash reserves for both companies - approx. $2 Billion

PE's

3Com 33
Csco 153

Market Capitalization (Price of company)

3Com $14 Billion
Csco $310 Billion

Brand recognition

3Com wins by a mile!

Global reach

3Com wins by two miles!

Diversity

3Com wins by 1000 miles

Value

3Com wins by 1,000,000 miles

Wireless

3Com better positioned

Broadband

3Com is the current leader

Future

Awesome

Palm

Csco - stands in envy!

World leader in PDA market, virtually has a total monopoly on the OS in this field. Just recently humbled the largest capitalized company, Msft. 3Com stands to add another $10+ Billion dollars to its market cap. after the IPO, which is close to $30 above its current stock price.
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