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Strategies & Market Trends : Roger's 1997 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: Pancho Villa who wrote (7408)	11/21/1997 1:02:00 PM
From: craig crawford	Read Replies (1) \| Respond to of 9285

Pancho I found some more COMS stuff for you. Here is an article where CPQ says it thinks it can take market share from COMS. This is Alan Lutz head of the Communications Products Group at CPQ. When we look at the market, the company that keeps flashing on the screen as the largest potential competitor, frankly, is 3Com. It's in NICs, modems, RAS, hubs, switches. 3Com is on the radar screen. The practical reality is that there is no reason to abdicate the networking space to 3Com. We think we can do very well in accumulating market share. techweb.com Here is another article to the same effect: techweb.com "Well, we had two choices: Intel or 3Com. The fundamental reason we chose Intel is that we think its technology is better," says Lutz. "We compete with the other potential partner so if you're going to do a dance, you've got to figure out on which days of the week you're a competitor and which days you're a collaborator." Sharing the R&D and product development investment, analysts say, makes a lot of sense in the new realities of the networking market. But choosing Intel over its sometimes partner 3Com Corp. seemed a peculiar decision-one that took many in the industry, particularly 3Com, by surprise. Here is another article speaking of increasing competition from INTC/CSCO techweb.com The closest thing to market dominance at the low end arguably belongs to 3Com, with its strength in the areas of NICs and stackable products, but other vendors, including industry giant Cisco Systems Inc., have also embarked on major competitive initiatives. They're definitely going head-to-head with 3Com," said Daniel Hovis, chief executive of Dosolutions Inc., a Putney, Vt.-based integrator. "Intel is like Ford [Motor Co.]. "It's got the brand name. They've spent a lot of money on name recognition, and somebody who's not necessarily familiar with networking would probably purchase them on name recognition alone." Hovis said 3Com may have an advantage in channel profile, but said that, as the underdog, Intel is motivated to try harder. Other VARs, meanwhile, suggest Intel should sharpen the point on their networking objectives