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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: Doughboy who wrote (17753)	6/18/1998 11:16:00 PM
From: Igor	Read Replies (1) of 45548

>> The problem, IMHO, is that NICs and modems can't be used to leverage anything precisely because they are commodities.<< Until we have ATM functionality implemented in the edge devices which may be years away, there can be lot of innovation that can be added to the current standards. 3COM NIC's and LAN switches are very popular even in CISCO and ASND shops. This is the healthy part of 3com's business. Modems and RAS problems are different and extensively discussed here. There is a way to make a lot of money in commodity business. It is the "Market Share".

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