3Com Corporation (COMS) Message Board

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Technology Stocks : 3Com Corporation (COMS)

COMS 0.00130

-18.8%

Nov 7 11:47 AM EST

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To: Stockman_77079 who wrote (22269)	9/25/1998 10:39:00 AM
From: joe	Read Replies (1) of 45548

>>This is MY rumor. How about Intel buys 3com and keep the Nics/Modem/Hubs business and sell the high-end corebuilder stuff to Lucent. Or vice-versa.<< I bet you it's been thought about. I wonder if there's been any similar type breakups. DEC comes to mind with part going to CPQ and another part going to Cabletron (I think). But, I really believe that Eric B. has his "vision" and does not want to sell the company at all. Also, I believe that there are enough people supporting him. So, I doubt it will happen. I read the interview with him on yesterday's post by Moonray. I found it very instructive. In there, he laid out some definite alliances and partnerships that we will see very soon. When I get time, I will try and make a digest of things that we need to be watching for and expecting in the near future. To give an example, Microsoft's NT operating system will feature 3Com as a big part in it. It's one way in which MSFT can ease into the enterprise systems, which is it's main deficulty. 3Com has more enterprise contacts, I think, and they are growing rapiidly because of the corebuilder switch they've recently come out with.

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