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Technology Stocks : 3Com Corporation (COMS)
COMS 0.00170-19.0%Dec 26 9:30 AM EST

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To: David Lawrence who wrote (21603)9/18/1998 9:51:00 AM
From: Shroder Wertheim (Hijacked)  Read Replies (1) of 45548
 
"I cannot speculate on rumors, but we are killing [Intel] in LAN cards, enterprise networking, and other markets," said a 3Com spokesman.

COMS will do quite good in the next 6 to 9 months. Cisco could start to fall from Oct. 98. Juniper and others are going to seriously hurt Cisco's GSR margin. Cisco GSR-7513-5500 golden combination is starting to lose big time market shares in SF area to upcoming startup such as Extreme and Foundry. Also to COMS CoreBuilder and Bay Accelar.
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