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

To: craig crawford who wrote (11532)	12/4/1997 12:42:00 PM
From: gfr fan	Read Replies (4) \| Respond to of 45548

<< 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. Craig - I need to correct you here. CSCO to date does not have a layer three switch. All routing is done by traditional routers. Even tag switching and netflow require traditional routers. So, while CSCO is a leader in routing, they are not even a player in layer three switching - COMS is the leader in layer three switching and has been for two years, in terms of L3 enabled switched ports shipped. Here's where CSCO may face pressure: CB3500 from COMS, 24 Fast Ethernet routed ports, all wire speed, 3.7M pps total throughput. Cost is $28,000 fully configured, or $1200 per port. ONE SINGLE fast ethernet port on a CSCO 7500 sells for $16,000 - and the max a whole 7500 can handle at wire speed is four interfaces (500K pps). CSCO will need to either slash prices, cannabilize this cash cow through 3500 like products (which take about 18 months to develop), or will lose some router share because there are customers out find this story compelling. You may also want to check the latest META Group report which has moved COMS ahead of all other networkers (including CSCO) as the leading campus backbone vendor - they measure critical mass on one leg and technical vision on the other axis. This is based on the upcoming 9000. Does this mean the stock price will go up? No. Does it mean CSCO will die? No. But it does mean that 3Com has moved from 5 years ago being a NIC company to now being the #2 enterprise networker, with leading technology as noted by numerous respected industry analysts/consultants across all market segments - retail, small office, enterprise, carrier RAC. This type of product portfolio does give COMS the opportunity to continue to take share in high growth/high margin areas if they execute.

To: craig crawford who wrote (11532)	12/4/1997 1:25:00 PM
From: Andreas Helke	Read Replies (1) \| Respond to of 45548

Intel can not do whatever it wants. Intel has to protect its 60% margin. If Intel enters a low margin business segment in a big way that would have a very depressing effect con Intels stock price. Andreas

To: craig crawford who wrote (11532)	12/4/1997 4:35:00 PM
From: Martin Milani	Respond to of 45548

well...weather they like it or not ..that market is coming ..that is my argument..... and No my freind...if you take the router market from cisco..and where are they...? Cisco is not the leader in switching...and thet are scrambling to address that hole...and that is what they say to their customers...no what did you do read a paragraph on switching for dummies and came up your own thoery...?..I am telling you stop waisting your time trying to put technical reasons behind your logic..there aint none...enjoy the next few months as a short and be happy...