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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: gfr fan who wrote (11040)	12/1/1997 10:06:00 PM
From: craig crawford	Read Replies (1) of 45548

<< 1) what he thinks was COMS tactical error he mentioned in several posts back; >> I was referring to the 56K modem battles. USRX obviously got their 15 minutes of fame by cramming the channel full of modems. They appeared to gain market share at Ascend's expense but now we find out it was just a facade and USRX can't even give away their modems. They (USRX) only recorded $15.2 million in sales for the two months ended May 24th and they still have inventory problems! USRX's goal was to destroy competitors like Rockwell and Ascend and all they did was hurt everyone involved. (Except Cisco who didn't need to rely on remote access revenues to survive). Everyone who was rooting for second tier networkers like ASND, COMS, etc to effectively compete with C$CO saw everyone get set back. Now C$CO is running away from the pack. IMO opinion USRX was the major instigator of these battles and USRX "appeared" to go unscathed. COMS was yucking it up while ASND was in the dumps. Now COMS is getting a dose of it's own medicine and will suffer like the rest as a result. Serves them right...

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