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

To: craig crawford who wrote (11489)	12/3/1997 9:04:00 PM
From: Lost in New York	Respond to of 45548

.... Why didn't the CNBC guys ask him which ones? .... Furthermore why didn't CNBC ask him about margins in the NIC, switching, hubs, RAS/RAC market? How come they didn't ask the CEO about INTC cutting prices? .... Maybe because they only had 3 or 4 minutes. All they did was talk about inventory corrections which the CEO was well prepared to answer. Maybe because that's the lion's share of the shortfall and is short term problem, also Eric did mention more than the inventory problem. See:https://www.siliconinvestor.com/readmsg.aspx?msgid=2866523 Maybe they really want important info to get out. ie: Eric B. saying "America & Europe sales out of the distribution channel grew/growing at market rates." (That was the most important statement to me.) IMO 90% of the problem, inventory cleanup, will be over in Jan. I know the company that I work for did this and is more profitable for it. The other 10%, Asia/Modems, will take a little longer. The sky is not falling <G> Dave Cavuto should have done the interview. He would have ripped him apart. Cavuto pulls no punches... Yea that's a good way to treat your bread and butter (CEOs)

To: craig crawford who wrote (11489)	12/3/1997 9:54:00 PM
From: Martin Milani	Read Replies (7) \| Respond to of 45548

I didn't see the CNBC interview ..I was working...what was I doing ..? designing an ATM highspeed backbone for a fortune 100 compnay that is what I do for a living now...I don't need some geek at CNBC tell me what is going on or what hot and what not..I live it....there used to be many players in the NIC market.and there will be two now..coms and INTC...COMS NIC cards are of a much superior design and performance along with the intelligence they are bulding to these cards for managability will give them the upper hand ..INTC can only try to penetrate on the low end NIC card for the PC market...There are going to be a lot of NCs being sold over the next few years...(JAVA enabled devices...) even Intel agrees they are late to the game as them and MIcrosoft cliamed this will never happen last year and now they are about to get their ass kicked all over the place by SUN/IBBM/NEC/Corel/Oracle...etc that marker will be huge and guess what they need NIC cards.....!hello ....Apple(Macs)...All flavors of UNIX..(much higher margins...) is INTC doing the NICS for these...I dno't think so...!..market share is a moving target...(market is growing...hello....!)Coms could be making billions owining 10% of this market now..and they could have been making nothing owning this markey 15 years ago...so do look beyond the hype...! Kflex is a peace of shit of a design and I wouldn't expect any better from a bucn of burned out excess fat left over from the large defense contract years...( Rockwell was very good at expensive hammers and high tech toilet seats..) I dont know about you ..but I am very involved with internet..and 56K is all over major ISPs and Kflex is not yet..but hey lets step back...wasn't US robotics kicking ass before this 56 kb stuff...? you do have to admit they did pretty well in the hayes compatible days..! now they suffed tjhe channels and yadi yadi yada..I agree.. they should not have done that..Intel shouldn't have stuffed the channles with 75 Mhz and 60Mhz pwentiums a couple of years ago either...( they did it to claim market share over AMD and Cyrix) but they did..INTC was 40 then and now split adjusted over $150... There is a thing called Layer 3 switching..CISCO calles it tag switcing...this technology will be the NORM of routing as we know it in LANS, WANS, internal back bones and the internet..COMS is a leader in this market.....now...consider this as lesson one...more to come.. and funny every time I go to interop 3com takes most of the awards..!