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: Patrice Gigahurtz who wrote (10904)	11/29/1997 10:12:00 PM
From: ben luong	Read Replies (5) \| Respond to of 45548

Barron is hyping 3COMS again. Is this guy who wrote the front-page article "3COMs the future" loaded up a bunch of 3COMS DEC calls or what? They are many competitors who make cable modem, why is 3COM so special? Almost every household has telephone line, but not too many households have cable service. In addition, the initial cost of subscribing to internet cable service is going to be high. Subscribers not only have to pay for the internet access, they have to get basic cable service first. In addition, how many people really need the speed of cable modem if all they do is to read emails and browse the net with predominantly text data? Will the cost of the cable modem and internet cable service be justified? Won't a low-cost telephone-based modem do the job? Moreover, as more people are using cable modem, won't the speed bottleneck be on the line between the service provider and the internet and not on the line between the user and the service provider? Any opinion and answers to my questions are welcome. If, in 1998, 3COMS will have great earnings like what they said in Barron's article, then why are insiders still selling their options and not buying 3COMS shares? If 3COMS somehow missed their earning in December, won't all those buyers of 3COM shares next Monday get burned big time? I would put my money on 3COMS's fast ASIC than to their modem. I don't believe 56K modem will die soon.

To: Patrice Gigahurtz who wrote (10904)	11/30/1997 1:07:00 AM
From: Eric	Read Replies (3) \| Respond to of 45548

Patrice Thanks for information about FCC renewal. The last time I checked the FCC web page on amateur radio you could not renew. But that was about 6 months ago. If that is true that would be great! I know that everyone on this thread would probably like it if we could access all government stuff on the web. It would save the government a fortune not to mention make it easier for all of us! I live in a rural area about 25 miles NE of Seattle. Unfortunately the cable system drop is about 1200' away. I never liked cable very much, the signal is poor compared to a good, clean direct off air pickup (thats the ol broadcast engineer in me!) So instead I have a ten foot dish and pick up K and C band direct off the Satelites. CNBC comes to me that way. The picture looks like it just came out of the studio camera. I'm still looking for good internet access off the satelite in lieu of cable....Anyone got an idea? Cable modems are going to sell like hot cakes once they reach critical mass. If I remember the last time I looked at the broadcasting stats, cable drops are available at more than 89% of homes in the US. The pressure is on the cable companies to excute. They could make "a lot of money" and turn the tide vs DBS. Eric