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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: The Phoenix who wrote (36763)	12/2/1999 3:44:00 PM
From: Mehrdad Arya	Read Replies (1) of 45548

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. Wrong, good example is QCom's CDMA patents 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 Wrong, please show your calculus. 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. Brand recognition sells products! 4. Global Reach -??? COMS wins??? Why? How? 3Com has cultivated some very good relationships with many gov'ts and institutions around the globe and for this I believe it will position the company very well in garnering contracts as these economies grow. 5. Diversity - ??? COMS winw??? Why? How? It would take too long to show what you already know. 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. Stock Price! 7. Wireless... this is new game and COMS is not a leader. Well, tell me who is, not who will be, because that is all hyperbole. 8. Broadband - COMS is the leader.. What on god's green earth are you smoking? Fresh Air! Their are plenty of articles that attest that 3Com is the current leader in Broadband. I am not kidding you. Even the company stipulates this. I would think they would be adversely positioning the company for law suits if they were prevaricating. 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. Agreed, the jury is still out, but it won't be long before they deliberate in 3Com's favor. 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. What are you drinking? It must be pretty potent! You have always been a CE fan, but I am sorry to say the PalmOS has unquestionably circumscribed its future. Palm rules and will continue to humiliate MSFT's CE.

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