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

To: Zoltan! who wrote (9698)	11/6/1997 12:26:00 PM
From: PeterR1700	Read Replies (1) \| Respond to of 45548

Duncan - sorry to jump in but I'm very interested in your longterm view of 3COM. (Do you believe the 56K modem - per CNET - is a dinasaur already?) Peter

To: Zoltan! who wrote (9698)	11/6/1997 12:49:00 PM
From: Mang Cheng	Respond to of 45548

Duncan, Cisco going after the consumer market is going to cut its margin. Sounds like Cisco admit defeat in its high-end router's market and try to come down to take COMS' consumer market. Just watch cisco's psr drops to 4 and you'll see a much lower price for cisco in the long-term. Short-term, csco most likely will go to $100. I see mostly positives for 3com from that same cisco article : "The company has already moved to prop up an initiative to sell simplified networking gear to small businesses--an environment dominated by 3Com and a sales channel with which Cisco is generally unfamiliar. Cisco said the sheer size of the market and the opportunity necessitates a move into the space. The small-business segment grew close to 50 percent quarter-to-quarter in the most recent period, showing that Cisco's attention to small businesses may be paying dividends, according to the company. " Mang