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

To: Ramsey Su who wrote (18554)	7/1/1998 1:26:00 PM
From: jim bender	Respond to of 45548

Juniper Networks Launches Product To Smooth Flow of Traffic on Internet By a WALL STREET JOURNAL Staff Reporter MOUNTAIN VIEW, Calif. -- Juniper Networks Inc., a high-profile Silicon Valley start-up, formally released its first product Wednesday, software designed to smooth the flow of traffic across the Internet. Juniper, a 2 1/2-year-old company with $62 million in funding from backers such as AT&T Corp., Lucent Technologies, Northern Telecom Ltd. and 3Com Corp., said its software is the first operating system designed specifically to control information moving across the Internet's "backbone," the lines connecting major computers. Existing software for controlling traffic across the Internet backbone was adapted from programs that control traffic within a company, Juniper President Scott Kriens said in an interview. Internet service companies such as MCI Communications Corp. and the UUNet Technologies division of WorldCom Inc. have been using Juniper's software since January and found it reliable, Mr. Kriens said. But analysts said it will be hard to judge Juniper until the company releases its own routers, the specialized computers that move traffic on the Internet. Juniper is one of roughly a dozen companies trying to build routers to handle the explosion of Internet traffic; its rivals include several other start-ups and Cisco Systems Inc., the San Jose, Calif., networking giant.

To: Ramsey Su who wrote (18554)	7/1/1998 1:57:00 PM
From: Igor	Respond to of 45548

>>I don't follow COMS close enough to understand the modem portion of the business.<< There is a real bandwidth shortage in the internet today. A big part access to Internet is from slower modems connecting to internet. I think the potential for the v.90 market is not satisfied yet. As we all know this was due to adoption of v.90 standards as well as slowness of ISP's upgrading their RAS. The need for faster Internet access is growing rapidly. It will drive v.90, cable modem, as well as xDSL technology. 3COM has excellent position in Cable modems, V.90, and xDSL. It has a large market share and a strong brand name. 3COM may have an explosive growth in this area.

To: Ramsey Su who wrote (18554)	7/1/1998 8:01:00 PM
From: Dick Smith	Read Replies (1) \| Respond to of 45548

Just a techie note about modem upgrades... Ramsey Su wondered: "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?" First off, there's no reason to upgrade you modem if all you do is pretend to be a fax machine... Currently fax protocols actually top out at 19,200 baud, if I remember right, and there's no current new standards coming that I'm aware of. I hope that Ramsey's cable modem is a COMS one... but many of us don't think we're going to be able to get either CableModem or xDSL service from our providers in the near term, and so we're doing (or have already done) the last modem upgrade to V.90. My local cable company here in the Chicago suburbs doesn't seem to be getting to the internet all that fast, even though I have friends in the city who already have one-way cable modems from their provider. As for xDSL, I haven't seen a bargain from Ameritech, my local Baby Bell, since the split... and I'm not expecting it now. What makes sense for COMS modem business is to be in all those markets, and they are. Dick