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

To: lkj who wrote (37999)	1/7/2000 11:11:00 AM
From: The Phoenix	Read Replies (1) \| Respond to of 45548

lkj, I think you overestimate COMS success in the enterprise and LU's desire to be a presence there. First if you take away COMS modem and nic business (this really includes DSL and Cable Modems and NIC's) there's not a whole lot left. Yes a smattering of routers, switches and hubs... all have minor amounts of market share. Second if you look at LU - their only desire in the enterprise is to keep CSCO busy so they are less effective in penetrating the carrier space (much like NT). They wouldn't spend $20-$30B and all the management issues to do this ... They'd be better of with CS who has more presence than COMS in true enterprise (non-modem) deployments and far less management/pooling issues. OG edit - grub 38000! Surprised me!