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

To: Mikhail Rasolis who wrote (13775)2/6/1998 11:04:00 AM
From: Innuit  Read Replies (2) | Respond to of 45548
 
All computers now come with modems or ethernet cards. Period. Nobody will be going to their computer store to pop in an analogue modem in their box in a couple of years. The only people who will upgrade are those who are going to want very high performance (satellite, cable, ASDL). That is what I mean that modems have become "original equipment" in PCs.

How can COMS not benefit from this trend?



To: Mikhail Rasolis who wrote (13775)2/6/1998 11:41:00 AM
From: Andreas Helke  Read Replies (2) | Respond to of 45548
 
There will be no more upgrades of analog modems. The 56K modems finally reached the physical limit of what can be transmitted inside of the 4Khz of bandwith allocated to a POTS connection.
But combi modems eg ADSL and POTS inside one and the same modem might make the picture more complicated again.

Andreas


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