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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: Beachbumm who wrote (11781)12/6/1997 8:47:00 PM
From: StockMan  Read Replies (2) of 45548
 
Re -- But the various segments of their business are not going to disappear quite like you think.

The modem business just did. The inventory problems are the tip.

Very few people now buy standalone modems. Most of the modems sold are included in the PC's. This dynamic to move to software modems in a matter of months.

Re -- Sarasota County cable modems.

You got me there. Sarasota county accounting for millions of cable modems/Q!!! Wow!!.

The infrastructure by the Cable companies are not in place, and building infrastructure takes lots and lots of time.

Anyway. 3Com Duds can do what they please, buy/sell/hold.. I could careless. Time will tell..

Stockman
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