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Technology Stocks : 3Com Corporation (COMS)

COMS 0.00130

+1,200.1%

Nov 7 11:47 AM EST

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To: Doughboy who wrote (20455)	8/12/1998 1:41:00 PM
From: joe	Read Replies (1) of 45548

DougHboy, >>so just because Eric tells us that NICs and modems are not commoditized, we're supposed to believe him?<< Of course not, but he gives you a pretty good reason to back up his case. I've stated this on lots of posts. If you put a lot of value and intelligence into high volume products, you create a product everybody wants, and get associated pricing power or at least market share. >>but let's not fool ourselves into believing that there is not a high level of risk in operating at the edge of the network where commoditization is occurring. << I strongly disagree. The edge has many ways of incorporating creativity and proprietary knowledge. It's a pretty big space in my opinion. All kinds of products can be made in this space. For example: Look at how many Widows 95 copies are sold world wide. Commodity or profit maker? I'm sure there are many more examples around. oh,oh, COMS struggling to stay above 29...maybe Bruce is right...too much too fast...that's Ok, we're all use to be patient, aren't we?

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