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Technology Stocks : 3Com Corporation (COMS)

COMS 0.00160

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Jan 16 9:30 AM EST

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To: blake_paterson who wrote (23038)	10/21/1998 11:14:00 AM
From: blake_paterson	Read Replies (1) of 45548

Some interesting info on embedded devices: semibiznews.com IMHO, "smart" devices are THE semi industry's killer appl. of the future. The Palm Pilot is its' poster child. WINTEL will not be able to monopolize (for the near future, at least). Key questions for future observation & ongoing discussion: 1. Will the 3Com / Palm software "spinoff" dominate? 2. Will Motorola, or MIPS, or ARM / StrongARM dominate the CPU side of it? 3. Will COMS limit itself to pda type products, or will they begin to look at smart appliances? 4. Will the home network (another de rigeur "killer app") be based on 1 server linking information appliances and home appliances, and if such, can COMS play a role in the appliances (vs. switches, etc.)? Respectfully submitted, BP

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