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

To: Steve Porter who wrote (21229)	9/4/1998 10:33:00 PM
From: ASB	Respond to of 45548

The earnings will be announced in the week of 21st, according to the 3Com IR. ASB

To: Steve Porter who wrote (21229)	9/6/1998 6:30:00 PM
From: joe	Read Replies (3) \| Respond to of 45548

Steve, Correct me if I'm wrong, but I get the sense that with _new_ Core Builder (the 9000) , COMS is getting a strong foot into backbone terroritry, something they said they didn't want to do since it's "inside the edge" strategy is a big wide open field as it is...and COMS doesn't want to collide to much with CSCO at this point in time. I have a feeling that if they are successful with their new product transition in the next year, that getting inside the backbone area is inevitable. They eventually will compete (and do well as you mentioned by price, etc.) on a head to head competition with CSCO. It's hard to believe, but there is a chance that COMS could "eat CSCO's lunch" in 1-3 years. Also, a connection I have in China/HK has told me that COMS is actually involved in some aspects of building products for the "core" space of the telecom equipment industry. They will be a key player in China's development of their National VOIP telecom system. So, not only will COMS dominate the lower end network Asian markets, but they will be ready and on par with the rest of the big players in China telecom. HOT STUFF!!! joe