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Technology Stocks : 3Com Corporation (COMS)

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Nov 7 11:47 AM EST

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To: ben luong who wrote (10907)	11/29/1997 11:35:00 PM
From: Beachbumm	Read Replies (2) of 45548

Ben, here are some of my thoughts. I agree that the article made COMS out to be too special with regard to cable modems. BAY is far ahead of COMS in cable modems and their deployment (through LANcity acquisition). If cable modems are going to be hitting retail shelves, then they will certainly quickly become commoditized. I disagree with you about cable TV service. The penetration of cable TV in American households is very high -- I don't have the exact percentage. Cable modem service is not inexpensive -- I know, I have one, and I wouldn't give it up now until I'm broke -- but there are plenty of households that will want it. I think cable modems will be a big deal, but no one has yet convinced me that profit margins on the modems themselves will be worth a damn. I think the promise is that widespread acceptance of cable modems will lead to increased purchases of higher priced networking gear. As far as congestion on the internet, well, we're still waiting for it to crash. The only problem with cable modems is that from each "access node" to the households on it there can be bandwith problems if everyone is on at once (like peak times). Just my thoughts. Beachbumm

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