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

To: Eric who wrote (11642)	12/5/1997 1:42:00 PM
From: StockMan	Read Replies (1) \| Respond to of 45548

Eric, Re -- The ITU announcement will help Cisco, 3Com, Ascend and all modem manufactures! With the industry moving to sofware modems in Mid 98, The modem makers will see a definite fall of in sales. 3Coms retail modem business is up in the air. However the RAC/RAS vendors (including 3Com) will profit, but most likely given the respective market shares, not enough to offset the decline in revenues from the retail modems. Stockman

To: Eric who wrote (11642)	12/5/1997 11:07:00 PM
From: craig crawford	Read Replies (3) \| Respond to of 45548

<< The ITU announcement will help Cisco, 3Com, Ascend and all modem manufactures! >> I don't see what's the big deal. USRX and many K56FLEX supporting modem companies have been promising free guaranteed upgrades to the standard for months. It apparently didn't spur on any x2 sales then. The reason why I haven't upgraded to 56K isn't because of a lack of standards. It's because 56K is a big hoax to begin with. You don't get anything close to 56K to start out with and if the lines did run at 56K you would still have to wait for the stinking overloaded servers/backbones which seem to run at about 14.4K! There are enough promising new modem technologies on the horizon at speeds above 56K. I don't think consumers are going to be sucked into paying 3 times as much for a 56K modem that runs maybe 20% faster only half the time