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


To: Mehrdad Arya who wrote (37672)12/24/1999 11:17:00 PM
From: Al Cano  Respond to of 45548
 
Mehrdad,Hi,happy holidays. I bet Julie Shimer was part of the package deal between MOT and 3com. As you know, MOT hasn't hit the real big numbers like Nokia this year. So, I hope she is not dead weight.Just joking... Her resume is excellent --bright lady. Anyway, she will be in a position to increase revenues in an explosive area. ((ie..production of routers that direct high-speed data from the Internet to home PCs and other so-called Internet appliances). This area should grow tremendeously over the next couple of years. In my opinion, Europe will catch on also. And, 3com should continue to increase revenues the next three years or so... . However, I don't believe Asia or Latin American will have Home PC appliances growth that the industry analyst are expecting. I believe, these Asia & Latin areas will skip the PC home connection altogether and go directly to the Wireless gadget computing stage. I believe China will do the same. Box makers will feel the down turn in three to five years. SUNMicosystems will see the explosive growth since their servers will handle the data flow.
Anyway, this is all for now. I hope I didn't bore you. Happy Holidays. Al