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Technology Stocks : 3Com Corporation (COMS)

COMS 0.00160

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Jan 9 9:30 AM EST

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To: John Puffer who wrote (10991)	12/1/1997 6:30:00 PM
From: craig crawford	Read Replies (3) of 45548

<< modems are nearly irrelevant - when it comes to long term profitability. all pc's need modems and 3com will get their share. >> All PC's need disk drives and DRAM. Get my drift? << the money is in the switches, etc - the enterprise layer. there is more profitability in 1 switch than 30 modems. >> Yes, and they are much more complicated. There is talk (I posted a reference) of COMS rushing out their switching/routing products too fast and there being glitches. << 3com is doing very well in the enterprise - their sales grew over 30% in this arena. >> Last Q COMS sales of LAN switches and hubs grew 6% sequentially. Cisco? 27% << do you know of any problems in the enterprise arena? >> It depends on what you classify as a problem. It is a growth area like most of the networking sector but prices are coming down very fast in the low end. COMS has a ways to go before making the transition to higher margin products. In the higher end COMS will bump heads directly with C$CO... and they will lose...

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