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

To: Beachbumm who wrote (11781)	12/6/1997 8:47:00 PM
From: StockMan	Read Replies (2) \| Respond to of 45548

Re -- But the various segments of their business are not going to disappear quite like you think. The modem business just did. The inventory problems are the tip. Very few people now buy standalone modems. Most of the modems sold are included in the PC's. This dynamic to move to software modems in a matter of months. Re -- Sarasota County cable modems. You got me there. Sarasota county accounting for millions of cable modems/Q!!! Wow!!. The infrastructure by the Cable companies are not in place, and building infrastructure takes lots and lots of time. Anyway. 3Com Duds can do what they please, buy/sell/hold.. I could careless. Time will tell.. Stockman

To: Beachbumm who wrote (11781)	12/6/1997 10:44:00 PM
From: Glenn D. Rudolph	Respond to of 45548

Not in Sarasota County. It's now. And guess what? It required a NIC. Beachbumm, Not in Crawford County either. Cable modem and a NIC is required. Ethernet to the cable modem. Glenn

To: Beachbumm who wrote (11781)	12/7/1997 4:18:00 AM
From: Kashish King	Respond to of 45548

Both cable companies in San Diego provide cable modems and they require commodity NICs which are available from dozens of vendors, cheap. Frankly, 3COM is being a bit premature in it's comments about cable modems being in their space because Motorola, Intel and others have already targeted this area with integrated solutions. 3COMs magical conversion to the X2 camp was apparently as short-sighted and arrogant as the USRX position going in. Anybody with anything approaching common sense could have told them that the proprietary approach was a dead-end proposition. The explosion in demand for networking hardware has masked as severely challenged management team and statements about one-time-hits are really evidence of panic, IMO. That's a forward looking promise that it won't happen again in the foreseeable future. Chief executive officer Eric Benhamou said in a prepared statement the company's hit is just a one-time correction. In addition, 3Com said sales were hurt by weakness in the Asian market and the lack of a set standard in 56-kilobit-per-second modems. BTW, I don't buy the 56K B.S., vendors are building modems into their products using commodity, off-the-shelf parts at an increasing rate. An alarming rate for 3COM longs. The good news is they have already been whacked and there's plenty of upside potential for the company if they can the bozo who got them into this mess.