3Com Corporation (COMS) Message Board

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Technology Stocks : 3Com Corporation (COMS)

COMS 0.00170

-19.0%

Dec 26 9:30 AM EST

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To: Moonray who wrote (24009)	11/4/1998 11:29:00 AM
From: Shroder Wertheim (Hijacked)	Read Replies (1) of 45548

<<NIC sales contribute between 25 percent to 30 percent of 3Com's total revenue, he estimated>> Wrong, it is less than 20 percent as last quarter. NIC + PC Card would then more than 33 percent. I agree COMS NIC division needs to be more aggressive in terms of products delivery. It old model of not entering the market first (such as Gig NICs), wait for the market size to increase, then goes into it, clearly does not show leadership. I also think NIC division could cut some fat out. I think COMS is in much stronger position than CSCO in the enterprise/ISP system business.

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