3Com Corporation (COMS) Message Board

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Technology Stocks : 3Com Corporation (COMS)

COMS 0.00130

-23.5%

Nov 7 11:47 AM EST

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To: pass pass who wrote (9742)	11/7/1997 2:28:00 AM
From: Freeflight	Read Replies (2) of 45548

no way csco should buy coms! csco is enabling intel and msft to beat coms in small business. csco likes the higher margin of big business, government and university. with Cisco's help.. intel & msft can beat coms on margin basis and low bill of materials and global distribution every day of the weak. Since intel (uses cisco rsvp code and gigabit license) and msft has csco "ios" class of service and quality of service active directory developed with cisco ios code. This frees up cisco to go partner with alcatel, lu, nortel, nec, hp, gte, etc. and develop voice over ip/frame/pbx and get a piece of a different 100B dollar market ...voice the new frontier. I'm out of coms now....what does the thread think?

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