3Com Corporation (COMS) Message Board

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Technology Stocks : 3Com Corporation (COMS)

COMS 0.00130

-67.5%

Nov 7 11:47 AM EST

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To: blankmind who wrote (17021)	6/6/1998 9:58:00 AM
From: Shroder Wertheim (Hijacked)	Read Replies (2) of 45548

You bet on COMS will go up based on the valuation. Too bad, the stock market is almost never based on valuation. COMS needs to addresss (1) Modem market is terrible, price has been sliding. (2) How to increase system sales to ISP, Telco and enterprise. Cisco Cat5505 is cleaning everybody up. CoreBuilder product-line has much high performance. The over-engineering and expensive Cat5505 just recently be upgraded to 3.2Gbps backplane, what a joke as a enterprise system (as a reference, Extreme has close to 20Gbps, Foundry will have 128G in couple months, even Coms has close to 20Gbps) Yet Cisco knows how to sell to much higher growth market. where COMS still targets the small to medium size market). (3) NIC is not going to have much growth in the next copule of years, how to cut expensive fast enough in these divisions.

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