3Com Corporation (COMS) Message Board

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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: Mang Cheng who wrote (17673)	6/18/1998 3:15:00 PM
From: mrclinton	Read Replies (3) of 45548

Mang, I think many people will agree that the guys with the money at the moment are the traditional telco suppliers, they are looking for someone with existing telco customers. 70% of revenue is the figure often mentioned as far as telcos are concerned on ASND's balance sheet 3Com are still too enterprise focused to be considered alone as a takeover candidate unless the prospective buyer has a Carrier Class ATM switch. Siemens I guess could be interested in conjunction with Fore or Newbridge but look further than turnover, look at product portfolio, people like Siemens/Ericsson/Lucent probably don't want to get involved with selling $60 NICs or $125 modems. These are very low margin products compared to what they're used to selling.

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