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

To: Doughboy who wrote (17753)	6/18/1998 10:27:00 PM
From: joe	Read Replies (2) \| Respond to of 45548

Doughboy, Thanks for your totally wrong analysis/opinion. joe

To: Doughboy who wrote (17753)	6/18/1998 11:16:00 PM
From: Igor	Read Replies (1) \| Respond to of 45548

>> The problem, IMHO, is that NICs and modems can't be used to leverage anything precisely because they are commodities.<< Until we have ATM functionality implemented in the edge devices which may be years away, there can be lot of innovation that can be added to the current standards. 3COM NIC's and LAN switches are very popular even in CISCO and ASND shops. This is the healthy part of 3com's business. Modems and RAS problems are different and extensively discussed here. There is a way to make a lot of money in commodity business. It is the "Market Share".

To: Doughboy who wrote (17753)	6/19/1998 10:12:00 AM
From: Mark	Read Replies (1) \| Respond to of 45548

HughBoy : i would debate strongly your point where you state that end-to-end connectivity is not cracked up what its supposed to be. You stated where did the purchase of USRX put us. Man, oh, man, your as short term sighted as those bloody 28-year-olds in suspenders. Owning a market leading mobile device places COMS is the forefront of owning true end-to-end connectivity. In 3-5 years the mobile data market will finally arrive (Very slow start with overestimated growth rates by, well, those idiots in suspenders who know nothing about I/O, cache, interoperability, and about another crucial 50 variables in wireless data connectivity/computing. Thoughts anyone?????