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Technology Stocks : 3Com Corporation (COMS)
COMS 0.001600.0%Nov 26 9:30 AM EST
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To: Eric who wrote (11642)12/5/1997 1:42:00 PM
From: StockMan  Read Replies (1) of 45548
 
Eric,
Re -- The ITU announcement will help Cisco, 3Com, Ascend and all modem manufactures!

With the industry moving to sofware modems in Mid 98, The modem makers will see a definite fall of in sales. 3Coms retail modem business is up in the air.

However the RAC/RAS vendors (including 3Com) will profit, but most likely given the respective market shares, not enough to offset the decline in revenues from the retail modems.

Stockman
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