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

To: rest42 who wrote (32354)7/12/1999 9:21:00 AM
From: W.F.Rakecky  Respond to of 45548
 
From the AOL board for your reading pleasure.....................
Subject: ECONOMIST
Date: Sun, 11 July 1999 11:50 PM EDT
From: TASCATO
Message-id: <19990711235043.07150.00011111@ng-bd1.aol.com>

read the july 10 issue of THE ECONOMIST today, there was an article on 3com on pp. 54-55
did not see any mention of the article in the news or messages so i will highlight
title=3com...ALSO RAN (re to CISCO)
...Eric B. hates the question...is it or part of it up for sale
...3com is not what it was, investors drifting off
...may indeed be about to sell a large part to Siemens
...networks. 3com realised too late (re Cisco)
...never been a focused company (my emphasis)
...worst mistake was in 1997 (U.S. Robotics)
...blithe Mr. B. doesn't seem worried...bright prospects in "emerging high growth businesses"
...transition appears to be well underway
...analysts (say) it seems vague...and prefer 3com shedsome businesses
...Siemens has fallen behind in telecoms tech.
...3com could provide in a single stroke the credibility and access to customers that Siemens needs in america as well as helping to bind recent data networking acquisitions
...Siemen's Pierer declared that "we don't want to buy 3com" but his words were carefully chosen...insiders are looking at the network equip. piece before they are beaten by Alcatel or another european
...palms will see lots of new competition
...3coms should float the palm division to fund remaining high growth businesses (my emphasis)



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