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Technology Stocks : 3Com Corporation (COMS)

COMS 0.00130

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Nov 7 11:47 AM EST

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To: Mehrdad Arya who wrote (36757)	12/2/1999 3:14:00 PM
From: The Phoenix	Read Replies (1) of 45548

Mehrdad, Not sure why you take these things so personally. I posted an article that shows COMS losing market share in routers. To say that COMS doesn't care is, I believe wrong. When COMS spins-off PALM routers will be a portion of their business and well... it should be. Routing is a small percentage of COMS business but I so is PALM. You wouldn't say that PALM losing it's #1 market share position isn't important if that were to happen... you wouldn't say that it's only 10% of COMS business... would you? Paint the picutre anyway that serves your purpose but you should pull your head out the sand and look around. A couple of additional thoughts regarding your comparisons to CSCO... for whatever reason you feel the need to compare COMS to CSCO all the time... not sure why.. but just to clarify. 1. Patents don't sell products. 2. PE of Cisco is high but add back in cost of acquisition and CSCO's PE is something like 80...still high but not out of control 3. Brand recognition - Yes COMS sells to consumers - Cisco does not. One would expect COMS to have better recognition - when did you ever see a Cisco product on the retail shelf. This is low margin business and Cisco has been shrewd to realize it and simply enable that market. 4. Global Reach -??? COMS wins??? Why? How? 5. Diversity - ??? COMS winw??? Why? How? 6. Value - If you mean stock price I agree COMS is a better value play. If you mean product...there is little product overlap so I'm not certain what you mean here. 7. Wireless... this is new game and COMS is not a leader. 8. Broadband - COMS is the leader.. What on god's green earth are you smoking? 9. Future - awesome for CSCO and very promising for PALM. COMS - the jury is still out... and if they keep giving up market share they will go bye bye. 10. PALM - Cisco envious? I think they couldn't care less. They will build infrastructure products which stimulate demand PALM. Cisco loves PALM - it puts more people on the net... PALM Gooood. Cisco would never build a product like PALM - again - short term very good - long term it's a CE device - read Low margin high volume. OG

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