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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: john w. toigo who wrote (16773)6/3/1998 11:40:00 PM
From: David Lawrence  Read Replies (1) of 45548
 
>>What effect will Rockwell/Pairgain modem news have on 3Com. Is the Rockwell license exclusive or can 3Com participate in development?

What Rockwell license? The one with Pairgain? That's for chipsets, not modems.

Anyway, it's good news. Sprint doesn't have anything that the other majors don't have. They are basically saying they will have good availability to their metropolitan SONET rings, usually found in commercial areas. Plenty of other carriers offer the same thing if you are in reasonable proximity to their trunk.

For the masses, high-bandwidth connectivity will occur via the existing local loop, and will by via DSL. It'll be true for access to FON's trunks, for MCIC, for T, for LCI/QWST, for the baby bells, and so on. There will be high demand for high-bandwith ports - good for COMS, ASND, LU, CSCO and all the usual suspects.

Bottom line: Sprint tooted the DSL horn - but everyone and their yellow dog is part of the train. What they have done is light a fire under the telcos and carriers to get the high-bandwith local loops moving forward.
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