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: Dakota Sullivan who wrote (13671)	2/3/1998 12:49:00 PM
From: Javelin	Respond to of 45548

I think any business that shows strong growth and requires high volume manufacture suits 3Com down to the ground. However, take into account whether or not 3Com have the channel for the product. if it's all through distribution and retail, then great. if it's packaged with the service from the service provider, then i believe not. Also consider that 3Com is trying to make it's systems business(higher unit value, lower volume) a success and I think they will continue to struggle up against the likes of Cisco who really know how to deal with big corporates. Oh yes, and don't forget Mr Gates' interest in this area Kind regards