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


To: joe who wrote (15885)5/20/1998 10:37:00 AM
From: W.F.Rakecky  Read Replies (1) | Respond to of 45548
 
<The problem as I see it, is that selling x2 modems are harder than what
most people realize - because of the standards war>

....What happens when the rest of the trade magazines report what Boardwatch's Rikard discovered. He could'nt believe the difference in x2's capabilities. x2 interoperates with everything every which way but sideways.The ROK chips are a nightmare and are non-interoperable.



To: joe who wrote (15885)5/20/1998 11:15:00 AM
From: blankmind  Read Replies (1) | Respond to of 45548
 
you pegged coms mistake in purchasing usrx, cable modem and dsl threat, although they still not have had any significant market effect, combined with the competing standard with rok. at least now we have one standard, coms has cleared the channel, and i expect positive comments this on the modem side.



To: joe who wrote (15885)5/20/1998 11:21:00 AM
From: blankmind  Respond to of 45548
 
i do not think that we can call coms past quarter a healing mode, but triage mode with such a disappointing q. they have positioned themselves for an upturn, but so far to many people view the company as bleeding.