3Com Corporation (COMS) Message Board

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Technology Stocks : 3Com Corporation (COMS)

COMS 0.00170

-19.0%

Dec 26 9:30 AM EST

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To: Bruce L who wrote (19039)	7/12/1998 8:49:00 PM
From: blankmind	Read Replies (1) of 45548

great synopsis of coms, except for point 6. being the leader is great, but..... 1. usrx stuffed the channel 2. 8 billion dollar dilution 3. coms is ready for dsl and cable modems 4. modem manufactures are suffering like dd manufactures - just a glut and prices have dropped to fast. 5. movement to v90 is taking longer than anticipated 6. even as we move to v90, modems are viewed as having lived there life and the next modem (cable, dsl) is ready to take its place. 7. coms could be leader in buggy whips also. coms needs to leverage the usrx name in modems into the cable and dsl market to show the purchase was worthwhile.

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