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

To: Sawtooth who wrote (39375)	2/16/2000 11:45:00 AM
From: The Phoenix	Respond to of 45548

Sawtooth.... COMS will be different a few years down the road. they'll either be successful in turning the business around or they won't exist (having been acquired). Given managements expertise I'm not optimistic about a turn-around.... unless there are some changes on top. I still think their strategy of focusing on edge devices is WRONG. They've been down that path multiple times and have not succeeded yet... what is different about cable modems and DSL modems? The same result - COMS will lose to manufacturers that have economies of scale that COMS does not. NOw, that being said if COMS figures out how to compete on features and functionality rather than price - then maybe they have a chance. Still, COMS management hasn't figured this one out either... OG