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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: Mighty Mizzou who wrote (22250)	9/26/1998 3:32:00 PM
From: gfr fan	Read Replies (2) of 45548

<< your company needs to go into acquisition mode again FAST! I highly suggest somebody like FORE, XYLN (great price), or NN. Somebody that can get you out of nickel and dime commodity stuff and into higher end switching where it is HOT HOT HOT! If Mr. Benhamou insists on staying in commodities (modem king) I would HIGHLY suggest buying Xircom. They kick everybodies butt with their new adapter cards.>> It helps to invest in companies that you understand their products. Let's compare: FORE Systems has no routing products unlike COMS' NetBuilder and PathBuilder, and no WAN ATM products unlike COMS' PathBuilder. FORE was first to market with campus ATM, but is not a leader in ATM WAN or packet (ethernet/fast ethernet/gigabit ethernet) LANs - these are the two growth areas. COMS has a strong ATM WAN story for the enterprise with the PathBuilder line and the CoreBuilder 9000 is of equal muscle on the ATM LAN side to FORE with the added benefit of being the industry's leading packet platform. FORE either hangs on as a niche player and starts to grow slower than the industry or they get bought from someone who wants an ATM centric enterprise product portfolio. XYLN - not a player. They either get bought for their technology or they die. COMS does not need this technology. The CB9000 is a superior platform for the long term. NN - their focus is ATM carrier core. EB does not want to play here, he wants to partner. NN is weak on the enterprise side and has no high end IP expertise. They will gradually lose share to ASND in the carrier ATM core unless something changes. Xircom? COMS has a position in adapters like CSCO had in routers about three years ago. When market share gets over 50%, your marketing muscle and critical mass start to cripple everyone else. COMS can grow this to 70% just as CSCO did on routers. Where COMS would acquire are areas that enable convergence of voice and data or to accelerate their business model. Any of the above doesn't offer a whole lot as COMS has a relatively equal or superior product in all cases.

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