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Technology Stocks : USRX /COMS - and other "stuff"
COMS 0.00220+100.0%Oct 31 9:30 AM EST

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To: David E. Henry who wrote (5236)6/13/1997 2:16:00 AM
From: Tim  Read Replies (1) of 5244
 
I think everyone has forgotten that USRX (now 3COM) will be providing ADSL communication products. I guess no one recalls how all the other ADSL providers dropped when USRX announced that they will be providing ADSL communication. I if remember correctly, one even dropped around ten dollars or so.
Providing ADSL can become a billion dollar business for 3COM all by it sell; easily. In fact, the provision of ADSL can be a whole business and corporation all by it self. In this case it will not be a separate organization, but one and the same. The fact that both USRX & COMS have large market shares, and are strong companies in terms of management and product makes this situation even more exciting. At this point I can not see any other company possibly being able to out maneuver 3COM, or provide a better or reliable product than they will.
They got the people, the know how, the names, the experience, the products, the customers, and the money power(muscle).
3COM will rule more markets than many of you realize!
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