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Technology Stocks : 3Com Corporation (COMS)
COMS 0.001600.0%Jan 9 9:30 AM EST

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To: craig crawford who wrote (10988)12/1/1997 12:13:00 PM
From: John Puffer  Read Replies (3) of 45548
 
sorry - didn't research your posts. i just did and i don't see where you have justified coms tanking. modems are nearly irrelevant - when it comes to long term profitability. all pc's need modems and 3com will get their share.
the money is in the switches, etc - the enterprise layer. there is more profitability in 1 switch than 30 modems.
3com is doing very well in the enterprise - their sales grew over 30% in this arena.
do you know of any problems in the enterprise arena?
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