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: jim bender who wrote (29420)	4/5/1999 12:41:00 PM
From: gfr fan	Read Replies (1) of 45548

<< Is 3Com going to be just another Cabletron? I heard that it's middle management is full of YES man. Any thought?>> Profound differences between the two: COMS is profitable, CS no. COMS has leadership in multiple markets, CS doesn't. COMS at least has the potential to rise again, CS will never gain leadership in their existing markets so their only hope is to buy into a growth market of punt. What COMS needs is clear, and the company understands it. Investment is shifting from slow growth commodity markets (analog modems, etc.) to strong growth markets (core enterprise, voice/data, etc.) and emerging growth markets (VOIP, broadband, wireless, handhelds). This shift is happening now, and middle mgmt. is driving some of it. Keep in mind that new products and solutions don't develop overnight in this industry.

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