3Com Corporation (COMS) Message Board

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Technology Stocks : 3Com Corporation (COMS)

COMS 0.00400

+185.7%

Dec 5 9:30 AM EST

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To: bgg who wrote (27902)	2/10/1999 12:26:00 AM
From: Mang Cheng	Read Replies (1) of 45548

< They just won't enjoy the insane growth that can potentially come with the future telco and ISP market. > bgg, you have made the above thesis again and again and again in the last few days. I personally don't think it's really very accurate. By Telco I assume you meant the WAN ATM package switching market. By no means this is a market with explosive growth. Look at the revenue side, if asnd, fore, nn combine their revenues from WAN ATM switching it doesn't exceed $2-3 billion per year. Lu bought asnd not because of its great growth potential but just trying to ward off csco end-to-end assult to protect its accounts. Lu still has a void on the LAN switching side to fill. As for ISP, coms has all the hardwares to satisfy the needs for any isps. coms' pathbuilder and TotalControl line of products are well suited for isp needs. When csco said they have 80% of isp's market, I really don't know what they are talking about. Are they talking about routers, or RAS, or lan switches ? On the other hand coms claimed they supplied 8 out of 10 biggest isps. They are talking about totally different products. coms has its own unique stretegy. Only time can tell if they can be successful. 30% drop for a company like coms on its turn-around phase is very common. Mang

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