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: robert who wrote (14419)	3/15/1998 5:46:00 AM
From: Shroder Wertheim (Hijacked)	Read Replies (2) \| Respond to of 45548

Most of us are so focus on the upgrade and downgrade by the analyst. It is true that analyst can move the market, but most are just followers and bean counters. I think I can qualified as a networking expert and I have talked to many bean counters before and I know how ignorance they could be. I believe 95% of bad news for 3COM is over. 3COM does not have sales problem, it had the channels stuffing problems before. If you look at the upcoming products cycle, 3COM has one of the strongest in its history. 3COM will be able to maintain its shares in NIC and Modem ($99 internal 56k softmodem), and I believe it will cause lots of problems in the enterprise switching market for CSCO and Bay. Let me make a comparison of 3COM 3900 (will ship by the end of March) with CSCO and Bay products. 3900 can deliver 9.8Mpps at around $5k(24 FE + Gig), CSCO Cat5 is one generation behind, 10% the performance at 2 times the cost (without the Gig) of 3900. support only FE and CSCO say it will have expensive Gig module to plug in slow backplane. The newly announce 2916 is a total screw-up from CSCO. CSCO markets 2916 as FE + Gig Ethernet product, but it has a CELL backplane, frame from one port to the other could go through frame to cell, then cell to frame conversion, it is a lot of overhead. It is at best 1/3 of 3900's performance at roughly the same price and the Gig module is not available today, Gig is only promised by CSCO. Let me predict here - CSCO will have to cut price in a month on the 2916 to get it moving. No way customers is going to pay less functions, 1/3 the performance at the same price. Bay's 350 and Accelar are also have less than 1/2 the performance of 3900 at about the same price. Layer 2 workgroup switch is price/performance game after all.

To: robert who wrote (14419)	3/15/1998 9:06:00 AM
From: Glenn D. Rudolph	Respond to of 45548

If anyone deserves an apology it is the people on this site you pretend to be helping by posting insignificant "negative" information, pulease. robert, I post positive and negative information. The people on this thread and other threads are well aware of that. by some unknown little market maker who claims to be an underwriter. They do not claim to be an underwriter. They are an underwriter. You still haven't proven a thing, It is appearing you are proving something. I will not state the obvious as to what you are proving. I have told you that you have violated Terms of Use. I asked for an apology and none has come. Bye robert...... Glenn

To: robert who wrote (14419)	3/15/1998 9:31:00 AM
From: Kent Rattey	Read Replies (1) \| Respond to of 45548

The only thing I see that is insignificant is your knowledge of the investment community and its members. An analyst comment is of interest to many members/investors which subscribe to SI. An apology for an analyst's comments? You need more confidence/information(both negative and positive) in your holdings . Once your comfortable, these types of things(a decrease in estimates) won't bother you. They should stimulate thought, whether you dismiss them or not, to keep you on top of the game. I own COMS and have for some time. I am interested in as many opinions as I can get (positive, as well as negative) and from any investment source. Glen's posts are on many threads I participate on, and you will be doing a great dis-service to COMS investors if you insult him off it. Kent

To: robert who wrote (14419)	3/15/1998 12:40:00 PM
From: mr.mark	Respond to of 45548

"If anyone deserves an apology it is the people on this site you pretend to be helping by posting insignificant "negative" information, pulease." robert, you make yourself look pretty bad with comments such as this. mr.mark

To: robert who wrote (14419)	3/15/1998 3:27:00 PM
From: jhild	Respond to of 45548

Gee Robert, give Glenn a break here. I appreciate the effort he goes to, to post the items of relevance that he comes across. I think it's one of SI's strengths that we can all come and discuss what's going on. What he has posted is factual, it's offered freely and over the months that I have read Glenn's posts, I haven't come to see his efforts as having any particular agenda, other than to be helpful and contribute. So from where I'm sitting, I think maybe you should admit that you have made a mistake about Glenn, his information, etc. offer an apology, and move on. You might even learn from Glenn where you can get your information less expensively.