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

To: gfr fan who wrote (10653)	11/21/1997 7:02:00 PM
From: Valentino	Read Replies (1) \| Respond to of 45548

grf fan, I, too, have been drawing parallels between of IBM in the 1970's and Cisco in 1990's; mainly to explain the high P/E valuation of Cisco vis-a-vis Coms. I believe fund managers/analysts have been blinded by the high margins of Csco to the point of ignoring what the history of the high technology markets can teach them; namely, proprietary advantage is short lived, and technologies trend toward commoditization. For my money, Coms(+USRX) is in a better strategic position than Csco--long term-- to benefit from market forces precisley because it is experienced as a commodity producer(networking)and has a big head start in the installed base of networking products at the retail(commodity) level. And as the browser wars have shown us, installed base is the name of the game. Valentino