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: hitesh puri who wrote (17250)	6/11/1998 12:44:00 PM
From: joe	Respond to of 45548

>>...King of the hill in LAN segment sales. But now that hill is looking more like a pile of garbage strewn with low margin, commoditized products who only look at declining prices which will not be offset by elasticity of demand.<< The only pile of garbage is your effort to read the details of the COMS release and try to understand it. I work at a place that has at least 200 workstations glued together with Fast Ethernet. Before that it was 10BaseT Ethernet. This changed our system overnight. We exchange mountains of data between ourselves (in the gigabyte regions). Our Branch is noticeably faster by a factor of 10. We're not a Fortune 500 shop. I'm sure when the average run-of-the-mill midsize business find out what these things can do, they won't be able to live without them. COMS having supreme market share over this market is extremely positive, even if margins are lower. There is also, the 3COM customer base for Gigabyte Ethernet - these products are revolutionary to say it mildly. IMO, that's why CISCO's time is numbered in these spaces, because it needs extremely high margins to function. CISCO has to get into high end telecom. products.COMS can be an excellent company with decent margins, growing at around 20%/year, as long as the products are first class. This is pretty evident by their domination of ASIC network chips, etc. - Intel NICs just won't match up...they seem to always be one step behind. The value that COMS puts into its products is not obvious to the casual user, but with VoIP coming down the line, into the desktop, this striving to put extra intelligence into its NICs, switches, and other network gear will make it stand out. hitesh, if you got any last $$ in your account, put some more $$ into this prize-show dog. joe

To: hitesh puri who wrote (17250)	6/11/1998 1:08:00 PM
From: joe	Read Replies (2) \| Respond to of 45548

TO THE COMS THREAD Here's some more good news, if you can stand it<g> AOL Announces its Proprietary Network Will Reach Full Deployment of High-Speed V.90 Standard by Mid-July AOL has been testing V.90 internally for several months. biz.yahoo.com This is from the "GHOST thread". There are lots of good press releases today. Take a look over there if you have time. (Many thanks to Moonray, for hunting down articles!!) joe