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

To: Mang Cheng who wrote (17375)	6/14/1998 3:34:00 AM
From: joe	Read Replies (1) \| Respond to of 45548

Mang, Don't forget, even though it's developing an excellent 'channel' strategy, it's also got it's OEM contracts and many other avenues such as upcoming telco products. I don't know exactly how it happened, but the USRX merger has caused a lot of pain. I know that lots of it was the modem standards war, of which I'm not sure they could have prevented. Also, for COMS to compete in the future, it had to get bigger. So it had to merge with another company.... that may have been a difficult choice since it's long-term strategy had been developed before hand so it couldn't merge with just any network company.... Lots of people don't understand that it's not competing with CSCO or similars. It mainly wants to bring the power of the network to common folk like us. Eventually, we will all have Fortune 500 Networks in our own homes. I can't wait until 3 or 4 years from now, I can begin mixing and matching my workstations at home and doing some creative 'toying' around with the network... I believe they have a good strategy. All COMS needs to do now, is to execute well. joe