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To: Glenn D. Rudolph who wrote (66190)	7/4/1999 9:19:00 AM
From: Robert Rose	Read Replies (1) \| Respond to of 164687

<I exited COMS due to the fact it seemed most of their products all became commodities. Do you disagree with that?> Sarmad likes commodities. Remember Oracle? <g>

To: Glenn D. Rudolph who wrote (66190)	7/4/1999 10:52:00 AM
From: Sarmad Y. Hermiz	Read Replies (4) \| Respond to of 164687

>> know we are getting way OT but I exited COMS due to the fact it seemed most of their products all became commodities. Do you disagree with that? << Yes I do disagree, but perhaps from ignorance. 3COM makes DSL modems, cable modems, communications products. There is daily improvement in this field. It is not a commodity in the sense that it makes no difference who makes and supports it. Also they have the Palm Pilot which is increasingly being adopted for wireless display and data entry. Plus they are profitable, and increasingly so. Zero debt. Pretty much the opposite of an internet company.