COMS & the Ghost of USRX w/ other STUFF Message Board

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Technology Stocks : COMS & the Ghost of USRX w/ other STUFF

COMS 0.00130

+18.2%

Nov 3 1:38 PM EST

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To: Moonray who wrote (18796)	5/12/1999 3:04:00 PM
From: David E. Taylor	Read Replies (3) of 22053

Moonray: You and Scrapps must be getting lonely in here - it's gotten awfully quite on this thread over the last few days! What's your take on the 3-Com buy out rumours (which also seem to have quietened down)? Seems to me Lucent will be too busy digesting the Ascend business to bother with 3-Com in the immediate future, and I've never seen 3-Com as a good strategic fit with Lucent, unless they spun some of the businesses. Nortel has Bay, which seems to leave only the overseas suitors like Alcatel, Siemens & Ericsson. Maybe Benhamou & Co. are going to go it alone? If so, what's the effective 3-Com strategy to compete with Lucent, Cisco et al? I'd appreciate your thoughts, & Scrapps too since he started this thread seems like eons ago. BTW, I also have a cable modem setup. Cablevision started the service last Fall (after they got the area upgraded to 2-way fiber) using an Intel PCI NIC and a Terapro cable modem. They said they'd tested the 3-Com NIC/modem and it didn't work as well with their system, I don't know the details. As a guinea pig, I got the NIC/modem/installation free, the service is $39.95/month, an they'd have to tear my arm off to disconnect it! Your profile downloads in nothing flat! Regards, David T.

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