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

To: lib who wrote (21121)	9/1/1998 10:50:00 AM
From: Moonray	Read Replies (1) \| Respond to of 45548

I think we can agree to disagree. I'm STILL looking for the $2.50 annual earnings that was projected 1 1/2 years ago. Would disagree with you: o~~~ O

To: lib who wrote (21121)	9/1/1998 12:25:00 PM
From: Moonray	Read Replies (1) \| Respond to of 45548

Dell'Oro Group 2Q98 Router & Remote Access Report; Multi-Service Voice and Data Propel Router Market Sales 09:08 a.m. Sep 01, 1998 Eastern PORTOLA VALLEY, Calif.--(BUSINESS WIRE)--September 1, 1998--Router sales grew $96 million Q/Q to $1.38 billion in 2Q98, and Remote Access sales grew $39 million Q/Q to $574 million in 2Q98 -- 7 percent growth Q/Q for both markets, according to the Dell'Oro Group's 2Q98 report released last week. The strongest growth came from sales of Multi-Service Voice and Data Routers which grew 39 percent Q/Q. "Growth in Multi-Service Voice and Data Routers is indicative of the enterprise market looking to converge its voice and data networks," said Tam Dell'Oro, Founder of the Dell'Oro Group. Router and Remote Access Market Leaders Manufacturers Revenue and Market Share Routers 1Q98 2Q98 2Q98 MFG REVENUE ($M) $1,280 $1,375 Share Cisco $820 $895 65% Bay Networks $126 $149 11% 3Com $36 $50 4% Motorola $34 $34 2% IBM $34 $33 2% AVM $25 $24 2% Micom / Nortel $24 $21 2% Ascend $25 $18 1% Cabletron $10 $13 1% Act Networks $12 $12 1% Remote Access 1Q98 2Q98 2Q98 MFG REVENUE ($M) $535 $574 Share 3Com $139 $158 28% Cisco $128 $143 25% Ascend $135 $138 24% Bay Networks $22 $29 5% Shiva $24 $24 4% Lucent $21 $21 4% ACC $9 $7 1% Cabletron $5 $7 1% Microm / Compaq $7 $7 1% AVM $1 $1 0% The Dell'Oro Group's Routers and Remote Access report provides in-depth data and analysis of the Router and Remote Access markets. Available to clients this week on www.delloro.com, the report contains tables of data on the performance of over 30 manufacturers. The Dell'Oro Group is a research and consulting firm that specializes in business planning and strategic competitive analysis in the networking industry. Copyright 1998, Business Wire o~~~ O

To: lib who wrote (21121)	9/1/1998 8:11:00 PM
From: matt fahy	Read Replies (1) \| Respond to of 45548

lib >>By far, no one connects more users to networks than 3Com.<< I just received 3Com's annual report in the mail this week. The above statement is used throughout the annual report, seems to be a 3Com slogan "more connected" is even trademarked by COMS. Another quote says "The world isn't getting smaller-its getting more connected." It also has a cool snippet on Palm III in a medical emergency setting that has the doctors downloading x-rays just taken of patient, recieving medical history from patient's doctor, paging the on-call anesthesiologist, etc. Pretty neat vision of the use of palm computing platform in a real application. In Eric's letter to stockholders he says "3Com has turned the corner. We've committed to a unified strategy: leadership in converged networking." Hope he's right! I'm betting that he is! :@) Matt