3Com Corporation (COMS) Message Board

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Technology Stocks : 3Com Corporation (COMS)

COMS 0.00150

-28.6%

Dec 11 9:30 AM EST

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To: James T. who wrote (9101)	10/17/1997 12:05:00 AM
From: Mang Cheng	of 45548

James, no doubt coms is winning the ISP war for now. I also think 3com will do very well in layer-3 switching. The post I posted today has Continental Airline as coms' enterprise customer (post-9091). I'm very interested to know how these layer-3 switches will affect cisco's margin. Maybe the damage will be slow, gradual and unnoticable since cisco is still going up these days (except today). Mang

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