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

To: craig crawford who wrote (10825)	11/26/1997 10:44:00 AM
From: gfr fan	Respond to of 45548

Craig - a couple of points on the INTC threat to NICs. INTC at one time led the external Fast Ethernet market, but has lost share every quarter for the past year as COMS introduced their own silicon. You're seeing the same thing happen with embedded NICs. COMS has another round of silicon that will ship in December that will allow for higher performance and much greater margins. Your statements on Compaq and Intel gunning for COMS low end business, while true, do not mean they will be successful. The facts support the assertion that COMS has held its own and gained share in this space over the last several years. On the RAC side, Total Control is now shipping their HiPer card that significantly boosts port density and margins. Cisco does not have a competing product in this space, and I believe over time you will see most of their remote access gains in the smaller ISPs. I agree with you that networking is becoming a game for the big boys only, and that you must have critical mass to survive. Where we disagree evidently is that I believe COMS has this, and you don't.

To: craig crawford who wrote (10825)	11/26/1997 11:32:00 AM
From: Moonray	Respond to of 45548

Dell'Oro Group 3Q97 Router & Remote Access Report; Softness in High End and Midrange Routers; Access Concentrator Market Contracts for the First Time Remote Access Market 3Com $221.3 21% Ascend $136.2 (22%) Message 2822516 o~~~ O