3Com Corporation (COMS) Message Board

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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: Glenn D. Rudolph who wrote (12789)	12/31/1997 1:49:00 PM
From: moose	Read Replies (2) of 45548

Glen, when you fail to execute you allow opportunities for other companies. Before the USRX merger 45% of 3COMS revenue was from ethernet cards, 45% is a lot! INTC makes ethernet cards and with less chips. INTC also makes hubs and has stated that they want to offfer a complete networking solution. LU also has said that they are planning to buy at leasr 20 or more networking companies this year. If you dont see competition increasing in the future, go and buy some more. These companies were giving this opportunity because the small niche companies like COMS, FORE and ASND failed to execute. The object of investing is trying to look into the future and I repeat, I cant see COMS competing against giants.

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