3Com Corporation (COMS) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : 3Com Corporation (COMS)

COMS 0.00130

0.0%

Nov 7 11:47 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Moonray who wrote (21119)	9/1/1998 10:09:00 AM
From: Shroder Wertheim (Hijacked)	Read Replies (1) of 45548

Networking industry is very price competitive. Yet Switches such as CoreBuilder 3500 or CoreBuilder 9000 continue to have greater than 50% gross margin. Cisco is very strong in selling FAT (slow and expensive) networking gear - 12000 (router OC-3) to 7513 (OC-3 to Ethernet) to CAT 5500 configuration to ISP. But Cisco is missing the Gigabit Ethernet Opportunity BigTime! It is losing bigtime market share to 3COM, Bay, Extreme, Packet Engine, Lucent by the minutes and the Gigabit Ethernet layer2 and layer3 market is really heating up in the last two months. 3COM could make a killing if it can push the BGP4 into CoreBuilder products quickly and market the hell out of it. But COMS traditional has been very conservative (i.e. a bit slower).

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next