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

To: joe who wrote (18022)	6/23/1998 8:24:00 PM
From: Druggist	Read Replies (2) \| Respond to of 45548

Scrapps, David, et al... Any clues or thoughts as to the near future ??? You guys have helped this lurker through some rough times !!!! Druggist

To: joe who wrote (18022)	6/23/1998 8:27:00 PM
From: SC	Read Replies (1) \| Respond to of 45548

Lots of xDSL trial now. adsl.com Among others, AOL recently started trial in some areas. I read that you need to have NIC for connection. If telecommuting from home is the trend (with worse traffic, higher office space cost and more "knowlege workers"), this could be a great market. Locally GTE has been doing trial with Microsoft employees. How has 3Com been doing with xDSL products?

To: joe who wrote (18022)	6/23/1998 10:39:00 PM
From: hitesh puri	Read Replies (2) \| Respond to of 45548

Joe, I agree on your point that 3Com ASIC engineering is really good and I would go as far as saying that is much better than Cisco's hardware team (knowing the inside story). But 3Com did not exploit when it should have with their strengths. They frittered away the focus and Wall Street is now so emanmoured by Cisco, and rightly so, that it will take a gargantuan effort to sway that. Look at Ascend, they had to win a string of contracts before WS warmed up to them and brought their stock back to what it was this time last year. Imagine if Cisco had won those contracts. AMZN and YHOO would have been shamed by its performance. All the looming competition, tremendous spending and uncertainty ahead of Cisco only gives them a higher multiple :-)

To: joe who wrote (18022)	6/23/1998 11:21:00 PM
From: Igor	Read Replies (1) \| Respond to of 45548

>>...NIC market drying up because its functions would be integrated more and more into chips. True?<< Another Reason: Intel is under pressure to manufacture cheaper processor for fast dropping pc prices. Integrating Ethernet function into the central processor does not make it cheaper. Even if you integrate ethernet into to main processor you will need microcode and device drivers. That is where the brains and value of Ethernet is. Also intel runs the risk of impacting the reputation of Pentium or their next generation of processors in case they run into bugs with Ethernet subsystem. And people don't want to discard their pc's to catch up with technology upgrades in Ethernet/networking (Fast and Gigabit).