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

To: Mehrdad Arya who wrote (34109)	9/15/1999 1:05:00 PM
From: The Phoenix	Read Replies (1) \| Respond to of 45548

I'm not going to entertain your rants any longer Mehrdad. I did not say any of those things... Apparently you write English better than you understand it... aw...hell...let me revise.. You said, and perhaps COMS said they were number 1 in broadband. I've still seen no data. So you're saying what you say is fact and what I say is mininformation - interesting. I guess that's Mehrdad English. As for IBM. Yes and my OPINION holds. There is no misinformation in an OPINION. Geez, you really don't understand English do you?! As for market share - I was clear that they have lost market share in NIC's, modems, RAS, routing and nearly everything else that was a going conern. The new stuff PALM, wireless and broadband will go the same way if history proves. In fact forcasts are for PALM to lose market share. Wireless - everone here is saying IWF is 100% of the market - only one direction to go. Cable and DSL... time will tell but I am in the trenches here and can tell you COMS is not around. Mehrdad - you getting up and saying it isn't so - that our information is incorrect without posting counter data is baseless. As for OPINIONS - look up the defintion and put down the Thesaurus. OG OG

To: Mehrdad Arya who wrote (34109)	9/15/1999 1:30:00 PM
From: Andre Williamson	Read Replies (1) \| Respond to of 45548

Mehrdad, Some thoughts: >>1> By insinuating that the company is losing market share in every aspect of their business.<< How about quoting people instead of putting words in their mouth? Most of the independent reports I've seen over the past year DO show 3COM shares slipping, even in segments where they retain leadership. >>2> By insinuating that the IBM transaction was of no benefit to the company.<< Why would such an insinuation be unfair, given that other recent "strategic moves" trumpeted through press releases have failed or been cancelled as well? Case in point, the Siemens joint-venture (don't respond with "they still work together"...I know they do...it's the JV that fell apart despite being hyped...also, they hyped network storage and dropped that also, all within the last year). You've gotta fight this one with facts. If you can specify (and even better, take a shot at quantifying) how cross-licensing patents will add to the bottom line, then be my guest. (Note I'm not saying they're useless, I just think that if you're going to parrot press releases then you're not really adding to the debate...you're just...let me think up some words...ahem...confirming your penchant for truculent loquacity :). >>3> By misinforming everyone that the company is in 3rd. or 4th. position in Broadband, when in reality they are number one. Broadband is ISDN modems, Cable and DSL.<< What's COMS's market share in ISDN? Cable? DSL? Tell us what YOU know, what facts you have. Do YOU consider ISDN broadband? Why? FTR, The Captain claims to be LONG COMS, so I don't see where he is "losing." Also I was long, and bought even more after the Palm announcement - lest you accuse me of having sinister and ulterior motives which involve bringing down the company. I'm just in favor of enlightened debate, rather than name calling. And no, enlightened doesn't mean verbose, or pompous. It's driven by facts - and where we lack them, carefully considered, informed opinion. Andre

To: Mehrdad Arya who wrote (34109)	9/15/1999 2:10:00 PM
From: The Phoenix	Respond to of 45548

Mehrdad, Let me help a little more.... 1998 Cable Modem Market Share Samsung - 52.1% Cisco - 27.3% Others - 20.5% 1998 DOCSIS Compliant CM Market Share Cisco - 46.1% Samsung - 40.4% Others - 13.5% I know that's just Cable Modems.. So I went to DelOro to get something on CMTS equipment - In Q299 total market share for cable (I guess they lump CMTS and CM's together). CSCO - 44% MOT - 27% NT/Bay - 12% COMS - 10% DelOro on market share for DSL - again Q2'99 ALA - 38% CSCO - 27% CMTN - 12% Effecient - 9% LU/ASND - 5% NO COMS! As for ISDN.. I don't have that data but unless COMS is the leader in ISDN then I suspect that their professed #1 position in broadband is hand waving, book-cooking, or references some statistical anomoly that is meaningless. Do you have other DATA. BTW: According to Dataquest COMS's market share in RAS went from 33% in 1997 to 24% in 1998; they lost market share in switched ethernet; gigabit ethernet; low end routers; high end routers; and in ADSL!!! THE POINT - My posts...re: losing market share are the FACT and not misleading or misinformation. AAAaaand, unless you can prove differently I have data that says I'm right. OG