3Com Corporation (COMS) Message Board

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Technology Stocks : 3Com Corporation (COMS)

COMS 0.00130

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Nov 7 11:47 AM EST

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To: joe who wrote (18022)	6/23/1998 10:39:00 PM
From: hitesh puri	Read Replies (2) of 45548

Joe, I agree on your point that 3Com ASIC engineering is really good and I would go as far as saying that is much better than Cisco's hardware team (knowing the inside story). But 3Com did not exploit when it should have with their strengths. They frittered away the focus and Wall Street is now so emanmoured by Cisco, and rightly so, that it will take a gargantuan effort to sway that. Look at Ascend, they had to win a string of contracts before WS warmed up to them and brought their stock back to what it was this time last year. Imagine if Cisco had won those contracts. AMZN and YHOO would have been shamed by its performance. All the looming competition, tremendous spending and uncertainty ahead of Cisco only gives them a higher multiple :-)

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