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Technology Stocks : 3Com Corporation (COMS)

COMS 0.00160

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Jan 29 9:30 AM EST

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To: BelowTheCrowd who wrote (20480)	8/12/1998 4:55:00 PM
From: joe	Read Replies (1) of 45548

>>LU will start a buying binge to get themselves solidly into datacom. Obvious targets are COMS, ASND and CS. They have the capital to swallow all three fairly nicely.<< COMS has a poison pill. Nobody on this thread has said how much an acquirer would have to pay for COMS, but it would be at a much higher price I'm sure. Too much $$ to pay just for access in the "edge" of the network. >>That's why Nortel bought BAY and why ERICY has got to be investingating the same kinds of deals.<< COMS is allied with SIEMENS. They probably have negotiated something so that they stick together. >>While INTC definitely wants to get into networking components, I don't see them trying to be a large telecom/datacom provider. More likely, they're looking at ways to intgrate and support basic network functions on PCs.<< My understanding is that INTC is getting into networking primarily to encourage network/internet growth/usage. That way, they will create higher demand for their CPU's. Anotherwords, they're having trouble with their own business, and figuring out ways to fix things. (jmo)

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