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: pass pass who wrote (9742)	11/7/1997 12:11:00 AM
From: Joe S Pack	Read Replies (1) \| Respond to of 45548

I agree with you. It took a while for me to get a complete picture of CISCO adn SYSCO. But CISCO also will have some competition soon from LU, the other networking giant. They have redressed their 5ESS to provide data handling and gatway facility. their approach is to saturate the telcos with their switch for data communicartion needs. I don't have the complete details, but this announcement came a few weeks back. In distannt future there will be competition between MSFT and CSCO on the software front while INTc and CSCO will fight for the consumer end. But not sure what will happend to all these 2nd, 3rd ranking companies. May be more mergers and buyouts. LU is looking for a strong player. I owe this baby since USRX buyout ($36) timeframe. I will dip in if it goes below 35 again. All the best. -Karun

To: pass pass who wrote (9742)	11/7/1997 12:18:00 AM
From: Pancho Villa	Read Replies (1) \| Respond to of 45548

>>I think it makes more sense if csco buys coms now that csco wants to get into the consumer market<< Would this deal have any chance of being approved? Would the Co. become the intel of networking? Pancho PS(after hours BS)

To: pass pass who wrote (9742)	11/7/1997 2:28:00 AM
From: Freeflight	Read Replies (2) \| Respond to of 45548

no way csco should buy coms! csco is enabling intel and msft to beat coms in small business. csco likes the higher margin of big business, government and university. with Cisco's help.. intel & msft can beat coms on margin basis and low bill of materials and global distribution every day of the weak. Since intel (uses cisco rsvp code and gigabit license) and msft has csco "ios" class of service and quality of service active directory developed with cisco ios code. This frees up cisco to go partner with alcatel, lu, nortel, nec, hp, gte, etc. and develop voice over ip/frame/pbx and get a piece of a different 100B dollar market ...voice the new frontier. I'm out of coms now....what does the thread think?