3Com Corporation (COMS) Message Board

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Technology Stocks : 3Com Corporation (COMS)

COMS 0.00130

-23.5%

Nov 7 11:47 AM EST

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To: blake_paterson who wrote (23660)	10/31/1998 4:11:00 PM
From: joe	Read Replies (1) of 45548

blake, good topic of discussion. It seems to me that AT&T is counting a lot on CABLE companies to transition to the telecom structure of the future (duh:-) ), so 3Com has a big foot in the door with TCI (owned by AT&T). We will probably get more details progressively throughout the next several months, but we have to wait for them to announce. 3Com can't. As far as what else AT&T is doing to rebuild their own telecom system, I would guess they need to replace a lot of it to make it internet compatible. I would think the biggest part of this is in the "core" and therefore they will give most of this business to LU (which is their offspring, and has deep subtle ties). CSCO will help out with their "core" network development. Other than that, I am not sure how AT&T will be able to use COMS in a HUGH way. Other folks on the thread with a better networking background could probably answer this. So far, it seems the TCI cable connection with COMS seems to be the most profitable connectin with AT$T, and many more details are yet to come out in the future. AT$T/TCI themselves probably haven't formed a fully concrete plan yet. JMO... joe

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