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: DX who wrote (11527)	12/4/1997 1:23:00 AM
From: Chris Vu	Read Replies (1) \| Respond to of 45548

TheStreet.com's DAILY BULLETIN December 4, 1997 Wrong! Dispatches from the Front: Cramer on Companies That Can't Get it Right By James J. Cramer ...........Last week on Squawk, when I was panning Cabletron, I also told the audience I disliked 3Com. (I am short it.) Now it, too, has blown up, but not for the reasons I put out the short. I wasn't sure of 3Com's accounting and I was worried about others encroaching on their business. But now they are talking about a slowdown in Asia plus inventory problems. It's possible that these guys have temporarily lost control of their business model. That's ugly. They didn't seem all that sure of themselves on the call last night. Nevertheless, I will probably cover my short Wednesday, as I fear that 3Com, this low, may be takeover bait. I hate being short companies that could get bids and 3Com's core franchise hasn't been trashed by these current problems. (Three times in the last decade I have been massively short takeover stocks. All three turned out to be mistaken acquisitions by the acquirors, but so what. I had to pay.)...

To: DX who wrote (11527)	12/4/1997 4:47:00 PM
From: Martin Milani	Read Replies (1) \| Respond to of 45548

I am not bitching other great companies..INTC is a very good company and I happen to be heavy in it...INTC is not a networking company ... neither is CPQ...CPQ started Networth to simply do their own NICS so they can have better margins in their PCs...the NIC market is plenty big ..and just because INTC did this or CPQ did that, does not mean everyone else is going to go out of business...Integration is the most important asopect when it comes to networking and COMS deos taht well and the ones that can provide one stop shopping will be rewardrd over the next couple of years...you have to understand it takes a lot more than fab capicity to be successful...swtiching to the desk top is going to be the norm in a year or so...that means a port per device(PC)...and the ports are like NIC cards...you need one per device..and a lot of those devices will not be PCs...you go figure...maybe 3com will be out of the picture but NETWORKING companies will rule in that complex market not PC vendors or semiconducrtor companies..