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Technology Stocks : 3Com Corporation (COMS)
COMS 0.001300.0%Nov 7 11:47 AM EST

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To: Lost in New York who wrote (21532)9/16/1998 10:44:00 AM
From: joe  Read Replies (1) of 45548
 
Thanks Dave,

Here's an excerpt that I think is worth repeating:


On the consumer side, plans are afoot to "Walkmanise" the Pilot, luring in younger users. But 3Com, the networking giant that makes the gadget, is also pushing the Pilot hard into the corporate market, signing alliances with firms such as IBM and Oracle to integrate it into their products. Law and accountancy firms are issuing Pilots to staff to record billing time. A new industrial version will be able to read bar codes.

The biggest opportunity may come from the PDA industry's convergence with mobile phones. The current wireless version of the Pilot is bulky-just as early mobile phones were. But it will shrink. It does not then take much imagination to picture people using wireless PDAs to call up bank balances, settle utility bills or process sales orders-all things that, until recently, were the preserve of the PC.


IMO, it makes more sense to think that INTC is "hanging around" 3Com HQ inorder to capitalize on the Palm PC (vs buyout rumor)

joe
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