3Com Corporation (COMS) Message Board

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Technology Stocks : 3Com Corporation (COMS)

COMS 0.00130

+1,200.1%

Nov 7 11:47 AM EST

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To: Eric who wrote (22503)	10/5/1998 12:07:00 PM
From: joe	Read Replies (3) of 45548

Eric, One of the reasons I'm sticking with my CSCO shares (COMS is still by far the major portion of my portfolio), is that CSCO, IMO, will whip LUs butt when the time comes. As Steve Porter posted a few posts back, CSCO is getting slowly chipped away by the COMS type equipment that is lower priced and probably more the way of the future. I'm speaking mainly the switch routers. But, I still see CSCO as moving up into the telecom equipment space and dominating there for at least a good while, until COMS produces related products. But the main point is CSCO will have their own gigantic niche for a while provided they beat out LU and NT. I think they can do this because they are coming from the IP side and LU has to much invested in legacy systems with it's former telecom customers. Also, CSCO still has the flexibility to change technology in the "core". COMS flexibility in the edge will be a powerful force IMO, but CSCO is not a network dinasour as some have concluded. I just think that CSCO and COMS will stay out of each others spaces for a while still, so there is still not a big need for either to fear the other. Maybe in 2-3 years from now. joe

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