Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Jeff Sheeran who wrote (45259)	3/21/2001 10:11:25 AM
From: opalapril	Respond to of 45548

This is a Groundhog Day market. Everything is going back to '97-'98. Even COMS wants to reprise the competition with CSCO et al. So now they are back to an enterprise sales driven company? why did they dump L3 switching to Extreme then?

To: Jeff Sheeran who wrote (45259)	3/21/2001 3:17:49 PM
From: KyrosL	Read Replies (1) \| Respond to of 45548

The competitive landscape has changed dramatically in the last few months. 3Com's competitors no longer have the ability to print free money (shares) and buy technology and top talent for "free". Over the next few months they will have to face many of the problems that 3Com has already faced and, IMO, is overcoming. Wait till Cisco starts reporting losses, right around the time 3Com is coming out of the profitability woods. Audrey was EB'S brainchild. It didn't take long for Claflin to drop it. Where you see a strategy flop, I see the ability to make tough decisions quickly, and shake up the organization -- something 3Com needs desperately after the EB years.