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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: mrclinton who wrote (17719)	6/18/1998 3:31:00 PM
From: Igor	Read Replies (1) of 45548

>> 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.<< Modems and NIC's are strategic point of data entry to networks. That is where you can set control characteristics to data and route/switch it across. Further more, modems and NIC's provide more of single vendor end-to-end solutions.

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