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Technology Stocks : COMS & the Ghost of USRX w/ other STUFF -- Ignore unavailable to you. Want to Upgrade?

To: David Lawrence who wrote (13758)	3/14/1998 11:26:00 AM
From: Moonray	Respond to of 22053

More: PalmPilot Upgrade -- Third generation has more memory, new OS; prices cut on older models Palm Computing, a division of 3Com Corp., will ship next month the third generation of its popular PalmPilot organizer. Palm is trying to stay a step ahead of rivals selling handheld units based on Microsoft's Palm PC operating system, which are expected around the same time. techweb.com o~~~ O

To: David Lawrence who wrote (13758)	3/14/1998 12:17:00 PM
From: Moonray	Read Replies (1) \| Respond to of 22053

Router Alternative? -- Cisco switches to Layer 3 with 8500 rollout San Jose, Calif. -- Cisco Systems Inc. is preparing to respond to market pressure with a "Layer 3" product rollout that could cut into the company's lucrative router sales, said sources close to Cisco. "Traditional routers can cost 40 times as much money as Layer 3 switches," said Jeff Wilson, senior analyst at Infonetics Research Inc., San Jose. "Their [respective] feature sets aren't especially comparable, but in situations where you only have to route IP or IPX, Layer 3 switches are typically more than adequate." Prominent Layer 3 switch offerings include 3Com's CoreBuilder 3500 and 9000 switches as well as Bay Networks' Accelar product line. techweb.com Hmmmm, heads, and 3COM takes sales away from CSCO with Layer 3. Tails, CSCO takes its own sales away with switches that cost one fourtieth of their routers. MUST be getting close to time to short CSCO. o~~~ O