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: Innuit who wrote (13783)	2/6/1998 11:18:00 AM
From: craig crawford	Respond to of 45548

<< How can COMS not benefit from this trend? >> COMS (through USRX) dominates the store shelves. Rockwell dominates the OEM's. If they are all going to come inside PC's who do you think is going to win out?

To: Innuit who wrote (13783)	2/9/1998 10:10:00 AM
From: Mikhail Rasolis	Respond to of 45548

It's nice to know that the progress stopped and for the next couple centuries people will use 56k modems. IMO modems will be sold in stores in five years same they they sold in the stores now. Those will not be "analogue" modems, but something else (cable for example or wireless). Of course, every computer will be sold with a buit-in modem which, of course, will become obsolete 3-6 months later( estimate how many people bought PC with 33.6 modems in the last 3-6 months). And I don't think that you will buy a new PC as soon as it happens - I think you'll buy a new modem. And even if for some reason modems are not in stores in the year 2000 I don't see how this will increase COMS earnings or growth. Regards, Mikhail