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

To: Jeng Chiu who wrote (32628)	7/26/1999 1:30:00 PM
From: E_K_S	Respond to of 45548

Hi Jeng - I really do not know but IMO it would be a bad idea. 3COM should leverage on their success with the Palm Pilot. It is their crown jewel in their current product line. If they had an integrated business plan, Palm Pilot sales would generate more sales for other 3COM products including network switches, NIC cards and even their cable modem devises. For example, why not design a thin client server product line that utilizes the Palm Pilot as the thin client. The Palm Pilot could access some embedded (wireless RF) server chip that is built directly into a 3COM WAN/LAN switch. The IT administrator could use his wireless Palm Pilot to program and manage the network (ie. switches) through a software package that allows new and updated network setting to be downloaded into the switch. What if those new cable modems had an embedded Java server chip built directly onto the board that would allow any Palm Pilot to access the network through a RF wireless node. Therefore, if somebody bought a cable modem, NIC card or even built a LAN or WAN system, it would already be configured to work with the standard Palm Pilot. Sales of 3COM devises would spur sales of the Palm Pilot. There are a lot of emerging technologies that if integrated into a complete product line could provide customers complete end-to-end solutions for many of the fortune 500 companies. These would include inventory management systems, retail scanning and price verification systems, utility meter reading, and many more. It's up to management to design, build and market such products that not only utilize these new emerging technologies but packages them in a way that provides a cost effective end-user solution. Management must develop company alliances that can install, maintain and enhance these applications. To date I have seen very few company announcements that indicate to this investor that this is the road they plan to follow to grow the company. EKS