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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: William Nelson who wrote (13819)2/9/1998 12:14:00 PM
From: Igor  Read Replies (1) of 45548
 
>>What's the problem with the USR part, if you don't mind my asking?<<
No more proprietary X2 technology. The replacement open standard (v.pcm/v.90) makes 3COM/USRX just another modem maker among many. It will be a crowded market. Also these modems will not help sell 3COM/USRX RAS. The RAS product has to sell on its own merits.
This is about 50% of 3COM revenue which we bought for $8 Billion.
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