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

To: Mark who wrote (16786)	6/3/1998 6:39:00 PM
From: joe	Respond to of 45548

Mark, so you agree with my previous statement on the RBOCs, right?<gg> I'd go so far as to say, that even if COMS falls on it's butt a few more times, it will still be 'buyout meat' - just to get it's IP/networking expertise. The RBOCs can make up for a lot of their defiencies with their deep pockets. I'm wondering if this is what forced the CIEN/TELLABS merger. I own CIEN and was sort of sorry to see the merger, but it seems to be a very practical move.

To: Mark who wrote (16786)	6/4/1998 1:39:00 AM
From: Shroder Wertheim (Hijacked)	Read Replies (2) \| Respond to of 45548

Telcos are interested at Networking company, but 3COM is not interested to be sold. So I do not think there will be a deal anytime soon. A article from ComputerWorld: Hub and switch market growing rapidly <Picture>By Kathleen Ohlson The LAN hub and switch market tallied $2.9 billion in sales in the first quarter, up 9% from the fourth quarter of 1997, according to a report by market research firm In-Stat, Inc. in Scottsdale, Ariz. By comparison, sales in the 1998 quarter grew 27% over the same quarter a year earlier, according to the study, "LAN Packet Switches and Hub Market Analysis." The slowdown in revenue growth reflects the market getting larger even as average prices decline, according to Shannon Pleasant, an industry analyst at In-Stat. She expects overall sales to be slower this year than last year. 3Com Corp., Bay Networks, Inc. and Cisco Systems, Inc. continued their dominance, according to In-Stat. 3Com held the top spot in the quarter, with 27.2% of the market, followed by Bay with 12.6% and Cisco with 11.8%. Cisco is expected to surpass Bay during the course of the year, she said. Switches continued to be the dominant product in the market, totaling $2.04 billion in sales in the first quarter of 1998, up from $1.83 billion in the fourth quarter of 1997. But growth in shipments of switch ports hit an all-time low during this period, with a rate of only 10%. Shipments of shared Fast Ethernet ports jumped from 8% in fourth-quarter 1997 to 19% in first-quarter 1998, while shipments of regular Ethernet ports dropped from 85% to 75%. As a percentage of sales, Fast Ethernet grew from 18% to 36%, according to In-Stat. Token Ring and Fiber Distributed Data Interface continued to lose their foothold on the market, with a combined 15% in sales and less than 6% in port shipments in the first quarter of 1998, the research firm said.