3Com Corporation (COMS) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : 3Com Corporation (COMS)

COMS 0.00160

0.0%

Nov 26 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Doughboy who wrote (30841)	5/13/1999 4:02:00 PM
From: gfr fan	Read Replies (1) of 45548

<< You don't go around spending billions of dollars of shareholders' money on US Robotics and then two years later announce that it's a dead investment. Usually, heads roll for those sorts of lousy decisions.>> Doughboy - I don't think anyone would argue that USR hasn't paid off to date. However, it still could big time - in three areas. First, in the VOIP/Carrier space - COMS has heavy investments in this area and is working with a number of carriers. Second, in the migration of analog modems to cable and dsl. I think this is what EB alludes to when he says he wants to slim down from 45% to 25% in the mature businesses. If Coms is successful in getting out in front of the cable and dsl game (and their cable head end story is strong as well) you may see growth like USR had 3-4 years back (when their stock was a rocket ship). Third - the PALM could be a home run - yes it faces lot of competition and there are still issues, but not too many companies have the opportunity to lead and dominate an exciting growth sector like handhelds. COMS has this opportunity - they may as well go for it. What you've seen to date from USR may look like a bunch of coal, but there are substantial potential diamonds out there, and the polishing of these diamonds is further along that one might realize. COMS legacy biz is still good - their enterprise product portfolio is stronger than ever and they are beginning to execute on their converged networks strategy - to date ahead of Nortel and Lu, and on probably equal pace with CSCO.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next