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: Stockman_77079 who wrote (15481)	5/7/1998 11:38:00 AM
From: joe	Respond to of 45548

stockman, Read my next post responding to Mang. I think it's bad for COMS to be competing directly with CISCO at this moment. Their high end products have to ease into the market slowly, through lots of education, and proving themselves, etc... Their immediate plan (for '98) is to get the Modems, NICs, and other lower end related stuff going. If they can't do this it's probably better for the average investor to wait a year and get back into COMS. I think the modems will do all-right, even though they will have a slow start. Cable modems, DSL, etc. - this stuff is still a year or two away. 56K speeds is the ONLY interim solution. I know lots of people still using 14.4bps and want to make the upgrade... >>Most companies are not quite as price sensitive on networking equipment...<<< Right now, a company would much rather pay more and make sure their legacy systems work (and Cisco products are good...) Like I said, if COMS has to compete against CISCO's customers, it's DEAD before it even starts. joe