COMS & the Ghost of USRX w/ other STUFF Message Board

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Technology Stocks : COMS & the Ghost of USRX w/ other STUFF

COMS 0.00130

+1,200.1%

Nov 7 11:47 AM EST

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To: Pat Buglak who wrote (2331)	7/25/1997 10:59:00 AM
From: Moonray	of 22053

3Com and IBM Expand Technology Alliance Smith Barney Research Commentary 3Com Corp.* (COMS, $57 7/8, 1-H) The expansion of the alliance between 3Com and IBM will benefit both companies. IBM will utilize 3Com's Ethernet technologies (Fast Ethernet and eventually Gigabit Ethernet) to scale IBM campus backbone networks to state-of-the-art Ethernet transmission speeds. IBM plans to integrate 3Com Fast Ethernet and eventually Gigabit Ethernet modules into its own line of networking equipment. This capability will scale IBM's network systems offering to higher Ethernet speeds, and help them to meet a wider variety of customer requirements with IBM-labelled products. 3Com benefits from the usage of IBM's backbone ATM chip technologies. Access to the IBM Prizma ATM chip set should speed 3Com's time to market with next generation backbone ATM switch devices. In addition, 3Com should benefit from the expanded reselling role that IBM will assume. 3Com sells most of its products through resellers and distributors, while IBM sells a large percentage of its networking equipment through direct sales. IBM's usage of 3Com's Ethernet technologies will give 3Com products better access to IBM accounts that may not be touched by 3Com's normal distribution channels. 3Com has had great success in its normal distribution channels with its SuperStack II Ethernet switches, and we expect that these products will sell well into IBM's customer base. In addition, the agreement includes future joint technological development of backbone/workgroup switch products that will integrate both companies' core technologies. While some of the basic reselling of existing products will begin immediately, management of the two companies indicated that the integrated products resulting from this agreement should begin to appear in the next 12 to 24 months. Release Date: 7/24/97 *Smith Barney usually maintains a market in the securities of this company. Smith Barney Research Rating System: Risk Description (denoted by the letter) Predictability of earnings/dividends; price volatility L Low Risk High predictability, low volatility M Moderate Risk Moderate predictability/volatility H High Risk Low predictability, high volatility S Speculative Exceptionally low predictability, highest risk V Venture Risk and return consistent with venture capital; only for well-diversified portfolios. Performance (denoted by the number) Rating/Recommendation Total Return (Capital Gain/Loss Plus Dividends) Expected Over the Next 12-18 Months Low Risk Moderate Risk High Risk Speculative 1 Buy Over 15% Over 20% Over 25% Over 30% 2 Outperform 5% to 15% 5% to 20% 10% to 25% 10% to 30% 3 Neutral -5% to 5% -5% to 5% -10% to 10% -10% to 10% 4 Underperform -5% to -15% -5% to -15% -10% to -20% -10% to -20% 5 Sell -15% or Worse -15% or Worse -20% or Worse -20% or Worse o~~~ O

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