Joe,
I have a couple of concerns impacting 3com. Certainly not a new concern to this forum:
1) Prices of networking equipment is dropping and all vendors are being hit with shrinking margins. This trend will continue.
2) The "Convergence" of voice, video, and data (as Eric put it) may mean 3com to merge, buy, or to be bought by another company.
Is'nt 3com too big to be acquired?
I would not be very happy even if somebody paid $50 for my shares.
Is 3COM ready for another buyout or merger after the USR experience?
3) Too many data networking players and too many good products
(Cisco, Bay, Cabletron, Fore, IBM, Digital, Xylan, HP, Madge, Intel)
4) Can Eric transform this company to end to end solution and mega size company in the consolidation phase of the industry? |
