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Technology Stocks : 3Com Corporation (COMS) -- Ignore unavailable to you. Want to Upgrade?


To: OverSold who wrote (31499)6/8/1999 2:09:00 AM
From: jach  Read Replies (3) | Respond to of 45548
 
COMS should skyrocket upwards in no time; from wireless revenue, DSL, Cable and the hyper-media markets which will make COMS one of the key players in networking. In 3 to 5 years, COMS can overtake CSCO in revenue; Once the data highways are pretty much built out, CSCO will have an extremely tough time selling more of its half-a-miilion a pop big fat routers. It's like building the freeways, do one see any large activities in building new freeways, except may be maintaining; but more and more cars got sold each year; 3COM is like the car builders; it'll sell many of its consumer products that will comfortably ride on those data highways. COMS is already very very much experienced with low-cost tight-margin products and that'll really make them resilience as well as battle-proven in these hyper-media consumer market that is going to be humongously big. Imagine CSCO getting COMS type of margin, the stock will be at the teens, and that can happen once the data highways are pretty much build in the next 3 years or so. The hyper-era for COMS to really show its true value is coming, and it's going to be big, really big. All imo-