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Technology Stocks : USRX

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To: Eric Prigge who wrote (14315)3/1/1997 7:52:00 PM
From: Crzy Joe   of 18024
 
<<< USR and 3COM have complimentary product lines; there is very little (I think Cowell said 2%) of overlap between them. They weren't really competitors. Now if Ascend and USR teamed up, there'd be alot of very difficult product consolidition to do. >>>

I see. Hmmm, I've always assumed that they were competitors. At least when I read the annual reports they list 3 Com as one of them.

Yes, I also believe USR and 3COM COMpliment each other very nicely. As mentioned before Casey Cowell is a futurist, and believes 3COM's LAN - USR's WAN industry are converging. Thus end to end connectivity solutions...blah blah..blah...

You never know.... maybe Cisco might come up with a counter offer.
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