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


To: joe who wrote (20331)8/10/1998 11:39:00 AM
From: Steve Porter  Read Replies (1) | Respond to of 45548
 
joe,

Nice going! You realize you are contributing to my retirement
fund.:-) I hope your getting the deluxe extra intelligent
NICs. If COMS doesn't send them quick, call them up and
threaten to buy Intel NICs instead...see what they say<g>


That would be good for a laugh. Something that I did have to do though was buy an Intel switching hub. I couldn't get the model I wanted from 3com or csco in under 3 weeks and I needed it right away. Well I order the Intel one and it showed up right quick.. so this means that:

3COM and CSCO are selling everything they can make and are short supply low on inventory and going to have very good quarters. Whereas Intel is having problem

OR

Intel is flooding the market and over producing, thus driving prices lower than they should be and all three companies are going to suffer as a result.

Given what is happening with the NICs though I would tend to believe that it is the former.

Steve