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

To: The Phoenix who wrote (38115)	1/12/2000 2:55:00 AM
From: Mang Cheng	Respond to of 45548

Gary, maybe 3com is the only company that is shipping a production version of a voip phone system. Also, coms' approach is a pure ip architecture, where as NT and LU are working on some hybrid switched PBX / voip architecture. Cisco bought Selusis (?) but it's a higher model product than NBX and maybe Cisco is running into problems and cannot ship it yet - obviously Cisco doesn't want to ship a product that is going to cripple a large enterprise. coms is smart in this to start small with some very small NBX setups and then scale it up to larger and larger enterprises. Only this way coms can gain cofidence with larger accounts as the NBX technology evolves. Wednesday is important, we must get a bounce from $44 1/2 for the chart to look good. Mang