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

To: KevRupert who wrote (41505)	3/7/2000 8:43:00 PM
From: Mang Cheng	Read Replies (1) \| Respond to of 45548

"Color makes Palm IIIc a winner" March 06, 2000 "Considering all the color WinCE PDAs, the Palm IIIc is very late to the party. But it's a winner because: - It's a Palm and they've got all the market- and mind-share - Battery and display technology finally make it feasible - It's the coolest thing to lay on the conference table since the StarTac The introduction of the IIIc marks the beginning of the end for monochrome PDAs. By the end of 2001, I predict that virtually all new PDAs will be color and that monochrome will linger in only the low-end entry models. Even they will eventually go the color route, just as monochrome laptops are unknown today. When color laptops came out, I said, "I don't need one. Monochrome does everything I want it to do, and the color is just a distraction. Besides, I want the longer battery life and lighter weight." Those words are silly and anti-progressive in retrospect, and defenders of monochrome PDAs are likewise in peril of eating their words. Palm's move to color is being dictated by the applications -- new ones that are being designed for color, such as the Kodak PalmPix camera, map software and more. The first couple of generations of color Windows CE PDAs were pointless -- all they did was suck down batteries at an alarming rate. zdnet.com Palm IIIc: zdnet.com Mang

To: KevRupert who wrote (41505)	3/7/2000 11:47:00 PM
From: Mehrdad Arya	Read Replies (1) \| Respond to of 45548

advalorem, it is a joke to see that everyone assumes that it is almost impossible to emulate Cisco. I will grant you the fact that Cisco is a well managed company, but to attribute a Godly reverence toward any company is a foible in your thinking. The truth is that Cisco lags 3Com in patent registration, what makes this more interesting is that 3Com's R&D budget is only a fraction of Cisco's. In time, Lucent, Nortel and the likes of Juniper will begin trespassing in Cisco's domain, pressuring their net margins, hence, raising a very big question mark on its outlandish valuation. In retrospect we all have 20/20 hindsight and I would wager against anyone on this thread that none of us in 1996 would have envisaged the exponential growth in internet infrastructure. Those that were able to reap the benefits of being on the right coordinates were well rewarded; Cisco was one such company. I compare Cisco and 3Com from a valuation perspective and it is here that 3Com trounces Cisco!!!!!!!!!