3Com Corporation (COMS) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : 3Com Corporation (COMS)

COMS 0.0001000

0.0%

Jan 23 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: DX who wrote (11527)	12/4/1997 4:47:00 PM
From: Martin Milani	Read Replies (1) of 45548

I am not bitching other great companies..INTC is a very good company and I happen to be heavy in it...INTC is not a networking company ... neither is CPQ...CPQ started Networth to simply do their own NICS so they can have better margins in their PCs...the NIC market is plenty big ..and just because INTC did this or CPQ did that, does not mean everyone else is going to go out of business...Integration is the most important asopect when it comes to networking and COMS deos taht well and the ones that can provide one stop shopping will be rewardrd over the next couple of years...you have to understand it takes a lot more than fab capicity to be successful...swtiching to the desk top is going to be the norm in a year or so...that means a port per device(PC)...and the ports are like NIC cards...you need one per device..and a lot of those devices will not be PCs...you go figure...maybe 3com will be out of the picture but NETWORKING companies will rule in that complex market not PC vendors or semiconducrtor companies..

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next