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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: Thomas George Warner who wrote (7751)9/5/1997 11:54:00 AM
From: Eagle   of 45548
 
I think it is very unlikely that Cisco can grow at 50 % going forward.

I do not dispute, however, that Cisco is a very strong company and will play a key role in shaping the industry is years to come. Yet, the future market opportunity rests more on switching hardware technology than on routing software technology. Or, in other words, away from Cisco's core competence to 3Com's core competence.

At this juncture, I think Cisco is expensive and 3Com is dirt cheap.

eagle
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