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

To: Martin Milani who wrote (11503)	12/3/1997 10:08:00 PM
From: DRRISK	Respond to of 45548

Thanks Martin!!!!!!! Well said and real credible. DrRisk

To: Martin Milani who wrote (11503)	12/3/1997 10:53:00 PM
From: Box-By-The-Riviera™	Respond to of 45548

Great post Martin. thanks Joel

To: Martin Milani who wrote (11503)	12/3/1997 10:58:00 PM
From: SRM	Respond to of 45548

Terrific post Martin

To: Martin Milani who wrote (11503)	12/3/1997 11:23:00 PM
From: eDollar.com	Read Replies (1) \| Respond to of 45548

>>I didn't see the CNBC interview ..I was working...what was I doing ..? << Martin, Thanks for your post. I totally agree with your post about the tecnology in which 3Com is. But what I am concerned is that we have to be careful here. Very careful. Stock market is a place where you should try our best to make money, not talk of great technology. Well not exactly that because the 2 are intertwined, as the ends will meet eventually. That is in all my posts I have said, 3Com is a great company but the immediate future is very bleak. I would live with this if for sure this was a very good reason for a short term bottom 2 years down the road they will probably do very good. This price of COMS is still ridiculous and a 20-30 % correction is inevitable, regarding the problems they will be having, and more to follow. Cable modem, Java NICs will be developed and the companies will have to go thru product transition and more uncertainity will prevail. At the end of the tunnel we will see light., hopefully. Currently One more bad quarter or 2 is sure to happen for COMS. May be then the street will drives COMS to ridiculously undervalued levels( and I would love to see it for me to get in). It did to much more quality companies than COMS. When INTC went to 25 and AMAT to 11 Dell to 7 ( about a year and 1/2 ago) . COMS will be no exception, if the street behaves at it did in past. Rign now it is not a good time to go long. Of cource it may rally to 40, but this will be a purely sympathy rally with techs and soon it will drop below 30. May be shrots will benefit then more than longs

To: Martin Milani who wrote (11503)	12/4/1997 12:11:00 AM
From: craig crawford	Read Replies (2) \| Respond to of 45548

Martin, I think you just like to get me worked up. << 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. >> So that's why you didn't understand that COMS was going to tank? You thought the technology was the best so surely the stock will perform the same way? Tell that to the people who shorted BOST while eating in their restaurants. Great food liked by everyone but bad stock. Poor argument, Martin. You could make the same case for AAPL or SGI. Great products loved by many but bad stocks. Don't quit your day job. << I live it....there used to be many players in the NIC market.and there will be two now..coms and INTC. >> Obviously you don't have clue. There will be three. INTC/CPQ/COMS. I will let you put them in the right order of importance. << 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 >> Oh, really? So why did CPQ align themselves with INTC instead of COMS for NIC development? CPQ is pushing to have their channel partners specify CPQ NIC's. From this article: techweb.com Lutz's team also found that the Compaq distribution channel was not aggressively specifying Compaq NICs when it sold Compaq PCs or servers. Compaq has also instituted its "Burgers and Fries" strategy, a marketing plan that is designed to get its distribution partners specifying Compaq-branded networking products with its PCs and servers. But it was Compaq's most recent networking move that drew the most attention. Two months ago, Compaq and Intel Corp. announced a vague networking technology alliance that involved "the advancement of high-performance networking technologies, products and specifications." The companies will cooperate in the development of network interface controllers, adapters, switches, hubs, xDSL technology and remote-access servers. The net effect of the alliance is the teaming of two companies that seem to be on the same general course in the networking arena. Why team with a company you compete with on so many levels? "Well, we had two choices: Intel or 3Com. The fundamental reason we chose Intel is that we think its technology is better," says Lutz. "We compete with the other potential partner so if you're going to do a dance, you've got to figure out on which days of the week you're a competitor and which days you're a collaborator." Sharing the R&D and product development investment, analysts say, makes a lot of sense in the new realities of the networking market. But choosing Intel over its sometimes partner 3Com Corp. seemed a peculiar decision-one that took many in the industry, particularly 3Com, by surprise. Strange Bedfellows "We compete with Intel in PCs and servers," says Lutz. "Intel provides chips and boards to clone manufacturers. Our lives would be a lot easier if it didn't do that, but, frankly, we understand the relationship with Intel as it has evolved." Compaq has chosen sides and has decided to hang out its shingle in the networking business. 3Com, by default, has become the enemy. In the coming months, Compaq will make a series of moves and announcements that will establish its positioning in the networking market. ~~~~~~~~~~~~~~~~~~~~~~~~~ How do you think COMS stock is going to react to these announcements of CPQ encroaching on it's territory?

To: Martin Milani who wrote (11503)	12/4/1997 1:12:00 AM
From: DX	Read Replies (2) \| Respond to of 45548

Martin, never underestimate INTC, Rockwell, and Compaq. You are a die-hard COMS' fan. COMS is a fine company. But it doesn't necessarily justify your bitching other great companies. INTC, Rockwell, and Compaq deserve our respect! Never underestimate INTC, Rockwell, and Compaq! They have proved that to their doubters over and over again. COMS making ATM products. But it is not even in top five. COMS making RAS. But it is behind ASND and CSCO. COMS making ADSL. But it is far behind Westell, Rockwell, MOT, ACLTEL(sp?), PAIR, and now TI. COMS making NIC. But it has to compete hard with likes like INTC. What is more, NIC is not strictly a high margin hi-tech products rather a commodity which can be designed and manufactured by any quality network/communication companies. I just jumped into COMS today because I believe it may bouce back in coming weeks and doing great after two or three Qtrs. But I think it is harmful to love and hype a company blindly. Regards,

To: Martin Milani who wrote (11503)	12/4/1997 1:56:00 AM
From: craig crawford	Read Replies (3) \| Respond to of 45548

<< .INTC can only try to penetrate on the low end NIC card for the PC market.. >> INTC can do whatever it wants to do. Haven't you figured that out yet? COMS is at INTC's mercy. << 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... >> I see. Kind of like how M$FT was late to the browser wars but still takes market share from NSCP every quarter? Kind of like how C$CO was late to the remote access market but has moved from 3% to 17% market share in a couple of quarters? << Kflex is a peace of sh** 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..) >> If ROK makes such junk then how come U.S. Robotics just chose to use their chips? Eh? biz.yahoo.com << 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....>> Give me a break. Leader? COMS is trying to break into this market. C$CO is the clear leader in this field.