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

To: W.F.Rakecky who wrote (32710)	7/31/1999 12:37:00 PM
From: The Phoenix	Respond to of 45548

COMS is an investor in JNPR - true. But if you believe what Eric say's COMS is not interested in participating in the core...precisely where the M40 is positioned. Certainly COMS can OEM the M40 as can other investors ERICY, LU, NT, etc... but COMS has nothing between an M40 and TotalControl...again notwithstanding that COMS is not going after core. As for Cisco and Juniper. The Juniper product certainly appears to have far better performance that Cisco's 12000 but the 12000 has been on the market for nearly 2 years which would lead me to believe that Cisco has another product coming to market soon. So, Juniper needs to take advantage of the lead they have on availability while the iron is hot. They've got a strong management team... OG