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

To: Martin Milani who wrote (15351)	4/29/1998 8:32:00 PM
From: joe	Read Replies (1) \| Respond to of 45548

Martin, >>as long as the NIC manufacturers stay ahead in terms of speed and add on technology they can hold their grounds...<< This is one of the points I'm trying to make. There are only two competitors left in the NIC space - Intel and 3Coms. COMS new NICs indeed have added value!! And even though Intel is also adding value to their NICs, I'll bet that 3Coms NICs whip the tar out Intel's!!! "....But today's NICs can do more than simply connect a PC to a network. Both 3Com and Intel in the last two months rolled out a spate of new NICs that help computers manage multimedia demands and work faster. These new features should boost NIC sales, says Doug Spreng, 3Com's executive vice president of the Interface Products Group." The caveat to this is: "...I think a lot of the PC suppliers are unclear what they want to do," Smith said. "NICs fit in well because features can be added later. You can choose to put features in or not, depending on what your customer wants." (If you have time, read the article...) Joe PS -- Any comments by anybody else? We're all just trying to get a better picture so we don't LOSE OUR MULA! ...Or rather MAKE SOME BIG MULA!!