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Technology Stocks : 3Com Corporation (COMS)
COMS 0.001300.0%Dec 18 4:00 PM EST
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To: joe who wrote (25693)12/2/1998 11:34:00 PM
From: Steve Porter  Read Replies (1) of 45548
 
Joe,

Oh yeah, of course. I think, for the last year, he knows
he got behind schedule, but he probably thinks he has
the best long-term plan.

I don't think so. It takes time to develop and market new product.. and COMS really needed some new product if they were going to stay competitive.. I mean just look at CS to see what happens when you don't bring out enough new product.

You probably got a better idea of when. When we eclipse
them, that means COMS has increased at least 5-10X.


Well I think that in 3-5 Years time (probably the lower end of the scale), COMS will be bigger in terms of CAP and profitability than CSCO. COMS may never eclipse CSCO in their core area, but COMS is adding some much other good stuff to the pie that they will really out grow CSCO long term.

I will definitely be "just concentrating on stocks" at that
point. My job here will be finished:-)


Good plan.. I may do the same.. I mean COMS hasn't even double this year and I've more than doubled my money on COMS.. just think what we could do long-term ;-)

I haven't thought of this too much. I mean is this for
real. Are they serious with it? If they execute correctly,
it's a gold mine.


Joe, they are SERIOUS.. they will execute (because that is the name of the new COMS game).. They are going to buy the bandwidth and then resell it to end-users plus a 50% mark up.. all for pretty much the cost of paperwork.

Regards,

Steve
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