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

To: GuyNixon who wrote (10915)	11/30/1997 9:34:00 AM
From: Beachbumm	Respond to of 45548

Guy, the cable modem standards have been established and promulgated. A core group of companies hashed it out (including COMS, BAY, MOT, etc.) Once you have the cable modem, that's it. There won't be a faster one 18 months in the future. The key question for mature cable modem use is how many users are coming off that neighborhood "access node". If the bandwith gets strained, the users will notice the service getting slower and may cancel. Beachbumm

To: GuyNixon who wrote (10915)	11/30/1997 3:47:00 PM
From: Dick Smith	Respond to of 45548

Cable modem potential... GuyNixon wonders, "After reading the Barron's article about COMS's cable modem potential.... Is cable modem a one time product like a regular cable box; or something like the analog phone modem which has evolved from 1400 to 2800 to 14400 to 28800 to 56000?" No, I don't think that there will be quite so much the annual upgrade cycle we've seen with telephone-line modems, for two reasons: (1) The initial cable modems are quite fast. You won't have the incentive to upgrade that you have to get from 14,400 to 28,800 or even 33,600 to less than 56,000. (2) Users will need a modem compatible with their cable company's plant. Cable providers are likely to buy one system and stick with it for a while. On the other hand, there's a lot of equipment to be sold, both on the consumer end and at the cable company. COMS is one of the few companies with major positions in both consumer modems and RAS. Dick