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: Spartex who wrote (13765)	2/6/1998 9:58:00 AM
From: Innuit	Read Replies (2) \| Respond to of 45548

The Cowen news posting was irrelevant because whoever wrote and posted the report for them did not understand or know about the new modem standard being issued today. This will soon SOLVE COMS inventory problem because people will now be confident about what they will buy. The reason why COMS will be able to ship the new standard so soon as that its a piece of cake to upgrade the modems with software. Another thing. Every computer, including the sub $1000 units now come with modems. Within one or two years there will not exist an 'aftermarket" for analogue modems since they will all be "original equipment". Thus costs of marketing will go down and the only aftermarket will be for specialized connections (ethernet, cable modem, and other fancy stuff) where COMS is well positioned. Cowen did its customers a disservice. COMS should climb today. The analyst should admit his bad timing and admit that the situation has changed drastically.