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

To: Larry Kagan who wrote (10525)	11/19/1997 5:50:00 PM
From: Marcel	Read Replies (1) \| Respond to of 45548

<<Anybody hazard to guess what TI's acquisition of Amati could mean for 3com's ADSL business? COMS and TXN have enjoyed a very close and productive relationship thus far.....>> Consider that TI also announced an alliance with Westell: "AURORA, Ill. and DALLAS, Nov. 19 /PRNewswire/ -- Texas Instruments (NYSE: TXN - news) and Westell Technologies, Inc. (Nasdaq: WSTL - news) announced today a strategic alliance that will accelerate the development and deployment of TI's digital signal processing (DSP)-based digital subscriber line (xDSL) technologies with Westell's DSL systems. Westell and TI will initially work together to define and integrate TI's technologies into Westell's SuperVision_ xDSL Access Multiplexer (DSLAM) and customer access equipment. The DSPs will incorporate discrete-multi tone (DMT) software technology. According to industry analysts,DSP-based solutions are expected to provide the industry's best cost/density/performanceimplementation for standards compliant DSL system solutions. The Westell DMT products are planned for customer availability in the first half of 1998. " Moreover, GTE announced that they have selected Westell's ADSL equipment after a trials in CA. Not good for 3Com...IMO

To: Larry Kagan who wrote (10525)	11/19/1997 10:07:00 PM
From: John F. Dowd	Respond to of 45548

No but perhaps you should look at ORCTF which at the Multiple of revs, paid by TI for AMTX ORCTF =60