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

To: William Wang who wrote (20070)	8/3/1998 10:07:00 AM
From: joe	Read Replies (1) \| Respond to of 45548

>>From Barons's Charting the Market MOT: The company's Multimedia Group has shipped more than 170,000 Cyber Surfr cable modems in the last seven months, surpassing the 80,000 units shipped in 1997, and giving it about 60% of a growing market. << 1) Barron's has been wrong more times than I can count. I read them just to see the different viewpoints. 2) At 170K units == 60%, this just proves my point. The market is miniscule...meaningless at the moment. TCI's contract with 3Com is more significant. But, the bottom line is that there aren't nearly enough demand, because of non-universal coverage, expensive, and teleco's have to put in lots of $$ to build infrastructure,etc.... xDSL and Cable will probably happen, so hold your breath waiting this year.