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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: Pancho Villa who wrote (9561)	11/2/1997 7:16:00 PM
From: drmorgan	Read Replies (2) of 45548

Impossible dream don't believe the hype. All this activity can blind an investor. Despite all the activity by networking equipment manufacturers this is an impossible dream: The business case stinks. "There is no business reason for the telcos to install the gear," says Maribel Lopez, an analyst at Forrester Research in Cambridge Mass. "Until there is--and that won't happen for a number of years--this is a great technology in search of a market." This person's comments confuse me. Their is no business reason? Not for a number of years? What is he talking about here? I have never had much faith in the RBOC's but I admit US West took me by surprise with their DSL delivery to 500,000 potential DSL customers in Phoenix. My city gets it next year and cheaper than what I currently pay for ISDN. The business reason is the RBOC's are getting their asses kicked by cable and have to put something on the table to satisfy our insatiable thirst for high bandwith. Also consider that most companies are not wired by cable companies, they have phone lines. DSL is an excellent option for corporations and will be easier to provision than ISDN. True there are still limitations on how far to the CO one must be but most of our metro areas can get ISDN or are very close to being able to get it. Unless the phone companies decide to completey give in to the cable guys in the bandwith game, they are going to deliever DSL. Eventually I see a mixture of DSL, Cable and wireless bandwith to our homes and offices. One advantage DSL and currently ISDN has over cable is simultanous voice/data capability. Derek

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