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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank

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To: Jenna who wrote (19270)	11/27/1998 10:39:00 PM
From: FoxGlove	Read Replies (2) of 120523

A few, strictly anecdotal data points on COMS/3Com. 1) I called our supplier of PC computer equipment 11-24-98 and requested a 3Com 10/100 network card. They couldn't get any and were back ordered for weeks with no idea of when they could get any. 2) I've been trying to get DSL installed into our office supporting 384Kbaud to replace our 56K connections and found out that each DSL requires not only a modem but a network card - in other words DSL goes in one side and 10/100 ethernet comes out the other. To use the new DSL technology each computer will need a network card!!!!! 3) 3Com has licensed the ADSL technology from AWRE Aware Technologies. There are I believe 2 approaches to cheap high speed internet connections: cable or DSL. 4) In talking to an electronic design engineer today (works at a Fortune 500 company), he believes DSL is and will win because the phone copper infrastructure is in place and the technology works up to 30 mega bits (I believe) or plenty fast for internet video telephony, incredible download speeds. You'll be able to talk long distance free anywhere in the world while you see a video image of sis or gra-ma right on your computer! 5) My cost $40 per month from phone company and $28 from ISP. 6) DSL works with voice so new subscribers don't have to add a second line; ie the voice is available at the same time and on the same line as the data up/down to the internet. Since a household, if it wanted to be able to talk and used the internet, would pay $35 for a second phone line at 56K or $40 for DSL on top of the existing line and get data rates of up to 1,500k it make sense to go to DSL. My conclusion is that someone will be selling bu-coo DSL modems and network cards very soon as households and small business upgrade from 56K to 256K/384K/796K/1,500K or higher. 3Com may be in a very good investment. Any opinions or insight????? FoxGlove

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