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


To: William Wang who wrote (18553)7/1/1998 12:53:00 PM
From: Ramsey Su  Read Replies (3) | Respond to of 45548
 
Help anyone.

I don't follow COMS close enough to understand the modem portion of the business.

Could modems be heading the same direction as DRAM and DD industries? In other words, current capacity far exceed supply?

Furthermore, I have been using a cable modem. Can't see any reason why I would ever upgrade my 28.8 just to receive faxes. Someone posted that modem may be around a qtr of COMS business. Is this still a growth sector?

Ramsey