INTEL FOR TECHNICIANS Message Board

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Technology Stocks : INTEL FOR TECHNICIANS

INTC 41.35

-0.4%

3:59 PM EDT

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To: Angelo Ferraro who wrote (1510)	5/5/1999 12:46:00 PM
From: Freeflight	of 1513

48% of 3com revenue is NIC's what will happen when Intel Networking division keeps embedding nic functionality directly onto pc and server motherboards at 1/50 the cost? 3com better build up palm computing faster and get zdtv to push even more the 3com camera's...but wait now 3com looks like a consumer electronics firm and SONY SONY SONY SONY will eat 3com for lunch. bottom line...3com killed by LU and CSCO from above 3com fled to safety in low end but SONY will eat them there. pilot will be short lived and founding technical wizards who started palm pilot made there money when they sold to us robotics and now they have all left after 3com bought us robotics...watch there new product. Intel killing 3com in OEM business for ethernet and mid tier amongst the reseller community; and bay networks is also beating 3com in mid sized business. ooouch. bye bye 3com. * siemens or some old world firm will come buy 3com at half the mk cap it is today just to get access into usa marketplace

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