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

To: moose who wrote (12828)	12/31/1997 2:10:00 PM
From: Scott Lerner	Respond to of 45548

COMS not a giant?!?! Scott

To: moose who wrote (12828)	12/31/1997 2:38:00 PM
From: Glenn D. Rudolph	Read Replies (2) \| Respond to of 45548

Glen, when you fail to execute you allow opportunities for other companies. Before the USRX merger 45% of 3COMS revenue was from ethernet cards, 45% is a lot! INTC makes ethernet cards and with less chips. INTC also makes hubs and has stated that they want to offfer a complete networking solution. LU also has said that they are planning to buy at leasr 20 or more networking companies this year. LU's press release was corrected to be 12 or more but that is a small point. A lot depends upon who they purchase. INTC is losing not gaining market share in the NICS. If you dont see competition increasing in the future, go and buy some more. These companies were giving this opportunity because the small niche companies like COMS, FORE and ASND failed to execute. I have pleanty of all three. Thank you. The object of investing is trying to look into the future and I repeat, I cant see COMS competing against giants. This is what makes a market. Glenn