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Technology Stocks : 3Com Corporation (COMS)

COMS 0.00130

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Nov 7 11:47 AM EST

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To: David Lawrence who wrote (21537)	9/16/1998 11:16:00 AM
From: joe	Read Replies (2) of 45548

>>You can bet your bottom dollar that any discussions between the two (if there are indeed any going on) are motivated by the need to expand deployment of high-bandwith networking, not the Pilot.<< I agree that INTC's main objective in the network space is to help their core business -- making MPUs. The article in the Economist suggests that Palm PCs may take over some of the PC tasks of the past. If this is really true, then INTC will be highly worried about that I would think. So, is it possible that INTC wants to create a chip for COMS which will be used extensively in the future? Maybe they'd like to steal Motorola's business? (Probably easier said than done...I would think that Motorola has protected themselves) IMO, the most likely reason I think that INTC is having discussions with 3COM is to create something in the small business enterprise areas. btw...David, can you refresh my memory? Rockwell is the only maker of the kflex chip, correct? And my read is that they are getting rid of their modem division, so 56kflex modems will no longer exist, correct? thanks, joe

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