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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 2:19:00 PM
From: Tim McGee	Read Replies (2) of 45548

Bgg, While in general these market reports (such as Dell'Oro) are good. They are not foolproof. Where do you think they get the majority of their info? Its from the vendors themselves (regardless of their other sources). I worked for a large computer company when we introduced a product. 1 month after we shipped our product we had a casual conversation with one of these major research companies stating that our shipments amounted to 15% of market volume. A month later we saw a report saying that we had 15% market share. From then on, we quoted the research company stating we had 15% market share. The reality was not even close - we simply had a large short term shipment to fill the channel at product launch. These reports are subjective in some senses when defining markets. CSCO a while back reported increased market share in remote access when they were included unused bundled 'ports' as part of other products. Every company tries to influence these research companies with their own tilt on how the market numbers should look. While in general i think the numbers are close to reality, the do need to be examined.

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