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

To: Shroder Wertheim (Hijacked) who wrote (17027)	6/6/1998 12:14:00 PM
From: W.F.Rakecky	Respond to of 45548

Shroder...<Yet Cisco knows how to sell to much higher growth market. >Maybe this is the area that the new COO will be coming from.

To: Shroder Wertheim (Hijacked) who wrote (17027)	6/7/1998 12:55:00 AM
From: joe	Respond to of 45548

Shroder, What are you trying to tell us? That you saying you don't like COMS?<g> >> (1) Modem market is terrible,price has been sliding. (2) How to increase system sales to ISP, Telco and enterprise.<< There already working on this and making headway. You know no more about this than anybody else does. >>The over-engineering and expensive Cat5505<< I'm sure this will catch up to CSCO at some point. But part of the reason they sell well is because they have an end-to-end product. Networking is mysterious to most companies, and CSCO does a good job of holding customers hand all the way through. COMS is only the 2nd company that has an end-to-end product. They focus on the mid to small size market. Don't worry about this, there is probably more money to be made in this sector than in the Fortune 500 companies. >>(3) NIC is not going to have much growth in the next copule of years, how to cut expensive fast enough in these divisions.<< I think you need to do some more homework on this area. j