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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: Mang Cheng who wrote (27903)	2/10/1999 12:39:00 AM
From: bgg	Read Replies (2) of 45548

Mang -- no no no no no no no! You're not thinking beyond today! Don't think today's products! Think new products that enable an IP infrastructure that can carry voice, video and data. Combining PBX technology with data networks. It's hardware and software. You're only thinking in present market terms, and I'm talking about future markets. All together, this represents a HUGE market. I'm certainly not talking about today's WAN switching market, although this is a key starting point. 3Com does not have all the products to satisfy ISPs. Actually, 3Com has no products to offer for ISP backbones. It also does not have high-end routing. BTW -- when you hear Cisco say 80% of ISP market, they are talking about routers. The router market, BTW, is still enjoying good growth. They aren't exactly obsolete. Quite the opposite, actually. 30% drop is due to general market conditions coupled with uncertainty about current quarter.

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