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Technology Stocks : 3Com Corporation (COMS)
COMS 0.00130-18.8%Nov 7 11:47 AM EST
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To: Tim McGee who wrote (30213)4/26/1999 6:36:00 PM
From: David Lawrence  Read Replies (3) of 45548
 
I agree that COMS systems (i.e. switching) business is desirable and profitable, and makes a good fit at Lucent. The other cash cow is the remote access business, which many will assert is superior to Ascend's RAS products. Are they going to sell this core piece of 3Com to a competitor, knowing that they will have to compete against it going forward? Moonray makes a good argument with regard to the accretive nature of a merger even at double the current value. Take the income of RAS out of the picture, and is that still true?
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