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Technology Stocks : 3Com Corporation (COMS)

COMS 0.00130

-18.8%

Nov 7 11:47 AM EST

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To: Amir Desai who started this subject	3/23/2001 2:07:56 AM
From: Mehrdad Arya	of 45548

Their Future Optical Ethernet Gigabit Ethernet Wireless LAN Telephoney VoIP These are all areas the pundits have slated for exponential growth, so why are we so disappointed? 3Com has either maintained or gained market share in each and everyone of these fields. It also has the wherewithal to continue its' leadership in these fields, enabling it to reap the rewards when these markets gain critical mass. Yes, the company did make a couple of mistakes in their acquisition of Kerbango and their venture into Internet Appliances but they also had the perspicacity to accept their mistakes and refocus their resources on greener pastures. We all have 20/20 hindsight but how many of us have prescience? Has anyone looked at Cisco's acquisitions and how well they have performed? If 3Com continues to maintain or gain market share in the aforementioned areas, which are slated to grow exponentially, I have no doubts that we will see the company ensconced back were it once was, as a leader and vanguard of the Networking World. The ride will be rough, but they have the wherewithal to prevail.

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