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Technology Stocks : 3Com Corporation (COMS)

COMS 0.00130

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Nov 7 11:47 AM EST

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To: John Meares who wrote (12804)	12/31/1997 2:15:00 AM
From: Mang Cheng	Read Replies (2) of 45548

A very long and interesting article about Boardcasting - could mean some fundamental changes how we get info., sounds slightly negative to companies like coms since boardcasting won't need much switches (!, darn) : "Data broadcast may pose a challenge to companies, like Yahoo! and America Online, that aggregate content in order to become major Web destinations. The reason is that most available broadcast bandwidth out there is already owned by TV stations, cable companies, and satellite companies. Net-based content aggregators have no claim on a broadcast feed. " " Who wins? Hard-drive makers will have a huge new market. Companies that have been in this market for years, such as WavePhore and Data Broadcasting Corp., may finally break through. The consumer-electronics industry will get a chance to replace the entire installed base of CD players. However, the largest victor of all may be TV broadcasters granted free licenses of spectrum originally meant for HDTV. These vendors will reallocate this gift, valued by some at over $70 billion, toward more realistic uses like data broadcast. " pathfinder.com Mang

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