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

To: craig crawford who wrote (11081)	12/2/1997 12:54:00 PM
From: Finder	Read Replies (1) \| Respond to of 45548

Who was announcement about on CNBC??

To: craig crawford who wrote (11081)	12/2/1997 2:40:00 PM
From: Moonray	Read Replies (1) \| Respond to of 45548

MCI Announces Nationwide Support for 56K Technology 11:31 a.m. Dec 02, 1997 Eastern WASHINGTON, Dec. 2 /PRNewswire/ -- MCI today announced that it is deploying 3Com Corporation's x2 technology nationwide for high-speed local and 800 dial-up connectivity to the Internet at speeds up to 56Kbps*. Message 2856915 o~~~ O

To: craig crawford who wrote (11081)	12/3/1997 2:51:00 AM
From: Elroy	Read Replies (1) \| Respond to of 45548

THIS POST IS PROBABLY LONGER THAN ANYONE WANTS TO READ, BUT SOME OF CRAIG'S REPONSES TO MY EARLIER POINTS ARE MISLEADING, SO I'LL REPOST THE WHOLE DISCUSSION... << When Intel lowered NIC prices early this year and 3Com matched the cuts, 3Com gained market share on Intel. >> While the most recent numbers showed COMS shipped 2.14 million external NIC's to INTC's 1.34 million, the latest Dell'Oro (3Q) numbers showed INTC overtook COMS in the embedded NIC market. INTC's shipments grew 60% over the previous quarter. How exactly is that a rejection of INTC's strategy? * The "embedded NIC market"? You mean the NIC as an integral, attahced part of the motherboard, or a NIC added to the PC when it ships from the PC manufacturer? No matter what Intel grew, the facts are 1 - 3Com sells more NICs than Intel, 2 - 3Com has better brand name for NICs than Intel, 3 - 3Com has more PC manufacturers including there NICs with shipping PCs than Intel. And, uhmm, what do you mean by Intel's "NIC strategy"??? What's Intel's strategy? Lowering prices on NICs early this year only hurt the NIC marketplace, it didn't help Intel. Please, tell us Intel's NIC strategy - what are you referring to?? << You be the judge. If Intel doesn't cut prices, there is no other competitor large enough to affect the market. >> Tell that to CPQ who just formed an alliance with INTC encompassing many technologies but most specifically NIC's. Hang on! The Intel/Compaq networking alliance is to "work together on many areas of advancing networking" (at least that's what the press release said. It said nothing specific to NICs. What specifically is this Intel/CPQ NIC alliance you are referring to? Compaq OEMs 3Com NICs for inclusion with COmpaq PCs for customers that want them. I know of know such arrangement between Intel and Compaq. What in the world are you talking about? Are you sure you aren't interpreting a vague "work together in advancing networking" press release as something more than it was - marketecture? Compaq ships PCs with 3Com NICs preinstalled. That's revenue for 3Com. What exactly do Compaq and Intel buy/sell/do with each other in networking? Hello? Alan Lutz (head of Communications Products Group at Compaq): VB:Why commit to one vendor [Intel]? Why didn't you leave your NIC options open? Lutz: Well, we had two choices, Intel or 3Com, and the process of formulating a strategy was heavily centered on market research. I've had several outside firms assisting us with the research during the course of this year. Customers don't believe that the NIC is a sophisticated edge device as 3Com does. They believe that something that cost $50 should be inserted in the machine when built; it should work when turned on and never fail. Their belief is that it can't be that complicated if it costs only $50. 3Com talks about it as being the edge of the network. They talk about applications requesting the edge of the network and RMON being done from the edge of the network. The customers that we researched, and we did research a lot of them, say, "All we want this to be is an interface to the network. Don't try to make our lives complicated with the sale of an edge device." They see that strategy as tying them to that vendor. Hello, dude, you're taking quote from the head of Compaq's networking division! His job is to compete with 3Com. The PC guys at Compaq (that's where Compaq makes most of there money Craig, PCs) buy 3Com NICs, not Intel NICs, for inclusion with 3Com Network Ready Compaq PCs. Of course the networking guy at Compaq, whose job it is to sell hubs and switches, is going to bag on 3Com. The PC guys at Compaq buy from 3Com, and not Intel. Which do you think is more important? Oops, the rest of Craig's silly responses seem to have not made the cut and paste, so I'm going to stop here. After I say this... 3Com, via USRobotics, owns retail channels. As homes and small businesses get networked, that'll be huge. Intel has, uhmmm, I guess NO retail channels, right? 3Com has consumer recognition, via 3Com Park and other ads. Intel, uhmmm, is inside. And Compaq makes personal computers. Sure prices are rapidly declining, and in that market environment, the high volume, low cost, high distribution brand name wins. That's 3Com.