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Technology Stocks : 3Com Corporation (COMS)
COMS 0.001600.0%Jan 9 9:30 AM EST

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To: Finder who wrote (27373)2/3/1999 10:06:00 AM
From: hitesh puri  Read Replies (1) of 45548
 
The Dog has lifted his leg once again and peeed all over his shareholders. It just loves doing that.
Look at their press releases: Palm Pilots, BigPicture, NIC Oem wins... Is this the #2 networking company ? Any system sale wins, any new products in the VOIP, or switching arena ? Nothing.
Cisco went from 0% market share in Gigabit and Layer3 to close to 50% in 6 months. Its their installed base in enterprise that 3Com cant penetrate and hence sales growth is puny and that is also the thing that scares me about Cisco in the telco arena. I cant figure out how will they break into the Ascend Lucent customer accounts. They could not do that with the dial-up accounts when ASND had the 56k fiasco.

-hitesh
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