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


To: gfr fan who wrote (37085)12/14/1999 11:24:00 PM
From: David Lawrence  Read Replies (1) | Respond to of 45548
 
>>Casey and Co. would have botched PALM - they never would have given them the $$$ and channel help that COMS has.

I usually agree with you, but not this time. USRX was loaded with cash - capital would not have been a problem. And, it was USRX that owned the distribution channels into the retail sector, not COMS.

Of course USRX dressed up nice for the interview - who could blame them? I knew deep down that disaster was in the making when a 3Com executive, -after- the deal had been announced, stated that he wasn't sure that 3Com would back the x2 protocol and might go with K56Flex instead. All the momentum that USRX had leading into the 56k era was lost in that fatal moment. It allowed the "'flex consortium" to delay the de facto adoption of x2 and win the war by FUD. IMNTHO.

But, that's old news. <g>