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Technology Stocks : 3Com Corporation (COMS)
COMS 0.00130-58.1%Nov 14 9:30 AM EST

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To: craig crawford who wrote (13883)2/11/1998 1:53:00 AM
From: blankmind  Read Replies (1) of 45548
 
The modem standard doesn't excite me. Why has A$ND rallied in the face of the modem standard but COMS has not? - craig crawford

asnd appears to be losing ras/rac market share to coms and csco, and asnd ceo has already predicted ras/rac flat sales for the year. the modem standard does little for asnd, you would need to look at the products arising from the cscc purchase.

coms will need to demonstrate that the modem standard increases sales, which i believe it will, but time will tell.
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